CAROLINAS WEALTH CONSULTING LLC VTWV — VANGUARD SCOTTSDALE FDS

Ownership history in CAROLINAS WEALTH CONSULTING LLC  ·  21 quarters on record

AI Ownership Summary

CAROLINAS WEALTH CONSULTING LLC reported VANGUARD SCOTTSDALE FDS (VTWV) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.65% in 2023 Q4. The latest visible filing shows VTWV at 0.57% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTWV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CAROLINAS WEALTH CONSULTING 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

VTWV was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.65% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

VTWV stock page CAROLINAS WEALTH CONSULTING LLC fund profile CAROLINAS WEALTH CONSULTING LLC full holdings
How CAROLINAS WEALTH CONSULTING LLC held VTWV — position size vs. price
% of Fund (quarterly)    VTWV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 20,013 — 0% 0.57% $2.7M 2026-02-14 (Est.) $175.56
2025 Q3 UNCHANGED — — — 20,013 — 0% 0.57% $2.7M 2025-11-20 $147.36
2025 Q2 REDUCED — — — 20,013 -731 -3.5% 0.57% $2.7M 2025-08-14 $145.87
2024 Q4 REDUCED — — — 20,744 -273 -1.3% 0.59% $3.0M 2025-02-27 $137.60
2024 Q3 REDUCED — — — 21,017 -838 -3.8% 0.56% $3.1M 2024-11-12 $152.10
2024 Q2 REDUCED — — — 21,855 -559 -2.5% 0.57% $2.9M 2024-08-12 $132.30
2024 Q1 ADDED — — — 22,414 +697 +3.2% 0.62% $3.1M 2024-05-15 $134.63
2023 Q4 ADDED — — — 21,717 +1,005 +4.9% 0.65% $3.0M 2024-02-13 $123.87
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTWV

As of 2026 Q1 — sorted by position size

Brandywine Asset Management, Inc. 3.08% QUEST INVESTMENT MANAGEMENT LLC 3Y 7Y 1.91% WestHill Financial Advisors, Inc. 3Y 1.86% PW Nova Financial Services LLC 1.55% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 1.38% Financial Advisory Corp 1.17% Phoenix Wealth Advisors 3Y 0.96% Morangie Management LLC 0.91% NYL Investors LLC 3Y 7Y 0.9% Institute for Wealth Management, LLC. 3Y 7Y 0.77%

FAQ About CAROLINAS WEALTH CONSULTING LLC and VTWV

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

How long has CAROLINAS WEALTH CONSULTING LLC reported owning VTWV?

CAROLINAS WEALTH CONSULTING LLC reported VTWV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTWV position in CAROLINAS WEALTH CONSULTING LLC's portfolio?

The largest reported portfolio weight for VTWV was 0.65% in 2023 Q4.

What is the latest reported VTWV position on this page?

The most recent filing on this page is 2025 Q4, when CAROLINAS WEALTH CONSULTING LLC reported 20,013 shares, equal to 0.57% of portfolio, with an estimated market value of $2.7M.

What does the chart on this VTWV ownership page compare?

The chart compares CAROLINAS WEALTH CONSULTING LLC's quarterly VTWV 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 CAROLINAS WEALTH CONSULTING LLC time their VTWV position?

Based on 13F filing dates vs. subsequent VTWV price moves, CAROLINAS WEALTH CONSULTING LLC correctly timed 8 out of 19 reported position changes (42%). The annualised alpha on VTWV relative to SPY over the holding period was -1.2%.

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