VMBS — VANGUARD SCOTTSDALE FDS

Ownership history in Intelligence Driven Advisers, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Intelligence Driven Advisers, LLC reported a position in VANGUARD SCOTTSDALE FDS (VMBS). 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
4.54% (2024 Q4)
Avg. % of fund
1.75%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 499,573 -40,082 -7.4% 3.36% $23.5M $46.76
2025 Q3 ADDED 539,655 +36,404 +7.2% 3.51% $25.3M $46.00
2025 Q2 REDUCED 503,251 -4,898 -1.0% 3.52% $23.3M $44.91
2025 Q1 REDUCED 508,149 -24,084 -4.5% 4.53% $23.5M $44.38
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VMBS price (monthly, adj. close)

Other funds also holding VMBS

As of 2025 Q4 — sorted by position size

POWER WEALTH MANAGEMENT LLC 11.49% STERLING INVESTMENT MANAGEMENT, LLC 3Y 7Y 8.7% Bell Investment Advisors, Inc 3Y 7.74% Evergreen Advisors, LLC 3Y 7Y 7.64% Family CFO Inc 3Y 6.6% Cravens & Co Advisors, LLC 3Y 6.55% Angeles Investment Advisors, LLC 3Y 7Y 6.04% Mendota Financial Group, LLC 3Y 5.92% Dynamic Wealth Strategies, LLC 5.4% Windward Private Wealth Management Inc. 3Y 5.39%
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