VONG — VANGUARD SCOTTSDALE FDS

Ownership history in Advisory Resource Group  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in VANGUARD SCOTTSDALE FDS (VONG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.27% (2025 Q4)
Avg. % of fund
1.09%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 59,465 +3,211 +5.7% 1.27% $7.2M $121.75
2025 Q3 ADDED 56,254 +6,780 +13.7% 1.22% $6.8M $120.36
2025 Q2 ADDED 49,474 +4,443 +9.9% 1.04% $5.4M $108.95
2025 Q1 INITIATED 45,031 — — 0.85% $4.2M $92.46
% of Fund (quarterly)    VONG price (monthly, adj. close)

Other funds also holding VONG

As of 2025 Q4 — sorted by position size

93 Financial Group, LLC 31.37% Hapanowicz & Associates Financial Services, Inc 3Y 7Y 24.77% JABODON PT CO 7Y 23.51% LPWM LLC 3Y 20.26% WestHill Financial Advisors, Inc. 3Y 14.47% Windward Private Wealth Management Inc. 3Y 12.35% Blue Barn Wealth, LLC 3Y 11.62% CITIZENS & NORTHERN CORP 3Y 7Y 11.09% Quent Capital, LLC 3Y 9.25% YARGER WEALTH STRATEGIES, LLC 3Y 9.16%
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