Brooklyn FI, LLC VONE β€” VANGUARD SCOTTSDALE FDS

Ownership history in Brooklyn FI, LLC  Β·  4 quarters on record

AI Ownership Summary

Brooklyn FI, LLC reported VANGUARD SCOTTSDALE FDS (VONE) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.6% in 2025 Q2. The latest visible filing shows VONE at 0.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VONE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brooklyn FI, LLC's position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VONE was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VONE stock page Brooklyn FI, LLC fund profile Brooklyn FI, LLC full holdings
How Brooklyn FI, LLC held VONE β€” position size vs. price
% of Fund (quarterly)    VONE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 8,860 +622 +7.6% 0.59% $2.7M 2026-02-14 (Est.) $308.26
2025 Q3 REDUCED β€” β€” β€” 8,238 -139 -1.7% 0.56% $2.5M 2025-11-12 $307.84
2025 Q2 ADDED β€” β€” β€” 8,377 +8,377 β€” 0.60% $2.4M 2025-07-10 $282.19
2025 Q1 INITIATED β€” β€” β€” β€” β€” β€” 0.10% $335K 2025-05-13 $264.07

🏒 Other funds also holding VONE

As of 2026 Q1 β€” sorted by position size

Flower City Capital 3Y 35.64% Sherrill & Hutchins Financial Advisory, Inc 27.46% RED CEDAR INVESTMENT MANAGEMENT, LLC 3Y 7Y 15.82% Stegner Investment Associates Inc. 3Y 10.88% CHERRYDALE WEALTH MANAGEMENT, LLC 3Y 6.66% Navigate Wealth Management, LLC 5.96% Heartwood Wealth Advisors LLC 3Y 3.76% Brown Financial Advisory 3Y 3.1% FORMULATE FINANCIAL LLC 2.65% Nova R Wealth, Inc. 3Y 2.6%

FAQ About Brooklyn FI, LLC and VONE

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brooklyn FI, LLC reported owning VONE?

Brooklyn FI, LLC reported VONE across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported VONE position in Brooklyn FI, LLC's portfolio?

The largest reported portfolio weight for VONE was 0.60% in 2025 Q2.

What is the latest reported VONE position on this page?

The most recent filing on this page is 2025 Q4, when Brooklyn FI, LLC reported 8,860 shares, equal to 0.59% of portfolio, with an estimated market value of $2.7M.

What does the chart on this VONE ownership page compare?

The chart compares Brooklyn FI, LLC's quarterly VONE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Brooklyn FI, LLC time their VONE position?

Based on 13F filing dates vs. subsequent VONE price moves, Brooklyn FI, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on VONE relative to SPY over the holding period was -0.5%.

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