VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in PATTEN & PATTEN INC/TN  ·  5 quarters on record

This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in VANGUARD SCOTTSDALE FDS (VGSH). 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
2.83% (2025 Q2)
Avg. % of fund
2.41%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 816,217 +8,542 +1.1% 2.81% $47.9M $58.38
2025 Q3 ADDED 807,675 +64,570 +8.7% 2.79% $47.5M $57.75
2025 Q2 ADDED 743,105 +82,680 +12.5% 2.83% $43.7M $57.10
2025 Q1 ADDED 660,425 +391,640 +145.7% 2.60% $38.8M $56.42
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGSH price (monthly, adj. close)

Other funds also holding VGSH

As of 2025 Q4 — sorted by position size

INSIGHT 2811, INC. 3Y 7Y 21.34% Strata Wealth Advisors, LLC 14.79% Cornerstone Wealth Advisors, Inc. 3Y 12.97% MAYPORT, LLC 3Y 12.93% Vernal Point Advisors, LLC 11.82% Cordant, Inc. 3Y 11.54% Five Oceans Advisors 3Y 11.47% Wright Wealth LLC 11.34% Chemistry Wealth Management LLC 3Y 11.34% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 10.62%
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