Elevation Capital Advisory, LLC VONG β€” VANGUARD SCOTTSDALE FDS

Ownership history in Elevation Capital Advisory, LLC  Β·  3 quarters on record

AI Ownership Summary

Elevation Capital Advisory, LLC reported VANGUARD SCOTTSDALE FDS (VONG) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 4.39% in 2025 Q3. The latest visible filing shows VONG at 0.72% 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 VONG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Elevation Capital Advisory, 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

VONG was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.39% 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
2024 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.

How Elevation Capital Advisory, LLC held VONG β€” position size vs. price
% of Fund (quarterly)    VONG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 84.0% -9.8% βœ… 14,562 -76,571 -84.0% 0.72% $1.8M 2026-02-14 (Est.) $114.96
2025 Q3 ADDED β€” β€” β€” 91,133 +87,484 +2397.5% 4.39% $11.0M 2025-10-30 $124.25
2024 Q4 INITIATED β€” β€” β€” 3,649 β€” β€” 0.16% $377K 2025-02-07 $104.38

FAQ About Elevation Capital Advisory, LLC and VONG

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

How long has Elevation Capital Advisory, LLC reported owning VONG?

Elevation Capital Advisory, LLC reported VONG across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VONG position in Elevation Capital Advisory, LLC's portfolio?

The largest reported portfolio weight for VONG was 4.39% in 2025 Q3.

What is the latest reported VONG position on this page?

The most recent filing on this page is 2025 Q4, when Elevation Capital Advisory, LLC reported 14,562 shares, equal to 0.72% of portfolio, with an estimated market value of $1.8M.

What does the chart on this VONG ownership page compare?

The chart compares Elevation Capital Advisory, LLC's quarterly VONG 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.

← Back to Elevation Capital Advisory, LLC Holdings