VCIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in DRIVE WEALTH MANAGEMENT, LLC  Β·  11 quarters on record

AI Ownership Summary

DRIVE WEALTH MANAGEMENT, LLC reported VANGUARD SCOTTSDALE FDS (VCIT) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 1.09% in 2025 Q3. The latest visible filing shows VCIT at 1.09% 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 VCIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DRIVE WEALTH MANAGEMENT, 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 Q3

VCIT was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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.

VCIT stock page DRIVE WEALTH MANAGEMENT, LLC fund profile DRIVE WEALTH MANAGEMENT, LLC full holdings
How DRIVE WEALTH MANAGEMENT, LLC held VCIT β€” position size vs. price
% of Fund (quarterly)    VCIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 61,202 +9,634 +18.7% 1.09% $5.1M 2025-10-31 $82.44
2025 Q2 ADDED 51,568 +3,107 +6.4% 0.94% $4.3M 2025-07-30 $80.12
2025 Q1 REDUCED 48,461 -2,606 -5.1% 0.93% $4.0M 2025-05-07 $78.08
2024 Q4 ADDED 51,067 +3,365 +7.1% 1.00% $4.1M 2025-01-22 $76.08
2024 Q3 ADDED 47,702 +5,462 +12.9% 1.04% $4.0M 2024-11-07 $76.67
2024 Q2 ADDED 42,240 +7,279 +20.8% 0.91% $3.4M 2024-08-01 $75.90
2024 Q1 ADDED 34,961 +5,636 +19.2% 0.79% $2.8M 2024-04-22 $71.82
2023 Q4 ADDED 29,325 +9,125 +45.2% 0.77% $2.4M 2024-01-22 $72.93
2023 Q3 ADDED 20,200 +6,782 +50.5% 0.56% $1.5M 2023-10-11 $68.02
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VCIT

As of 2025 Q4 β€” sorted by position size

AOZORA BANK, LTD. 3Y 7Y 79.7% Twin Cities Retirement Group LLC 16.75% Davidson Capital Management Inc. 3Y 16.42% FINANCIAL ADVISORY PARTNERS, LLC 15.11% Bishop & Co Investment Management, LLC 3Y 7Y 13.42% Dodds Wealth, LLC 13.38% Evergreen Advisors, LLC 3Y 7Y 11.92% Capital Advantage, Inc. 3Y 7Y 11.34% Newton One Investments LLC 3Y 11.16% NEPC LLC 10.87%

FAQ About DRIVE WEALTH MANAGEMENT, LLC and VCIT

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

How long has DRIVE WEALTH MANAGEMENT, LLC reported owning VCIT?

DRIVE WEALTH MANAGEMENT, LLC reported VCIT across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported VCIT position in DRIVE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for VCIT was 1.09% in 2025 Q3.

What is the latest reported VCIT position on this page?

The most recent filing on this page is 2025 Q3, when DRIVE WEALTH MANAGEMENT, LLC reported 61,202 shares, equal to 1.09% of portfolio, with an estimated market value of $5.1M.

What does the chart on this VCIT ownership page compare?

The chart compares DRIVE WEALTH MANAGEMENT, LLC's quarterly VCIT 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.

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