Ownership history in PATTEN & PATTEN INC/TN · 8 quarters on record
This page tracks every 13F SEC filing in which PATTEN & PATTEN INC/TN reported a position in VANGUARD SCOTTSDALE FDS (VCSH). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 207,776 | +13,500 | +6.9% | 0.97% | $16.6M | $79.17 |
| 2025 Q3 | ADDED | 194,276 | +6,525 | +3.5% | 0.91% | $15.5M | $78.20 |
| 2025 Q2 | REDUCED | 187,751 | -7,899 | -4.0% | 0.97% | $14.9M | $76.93 |
| 2025 Q1 | ADDED | 195,650 | +4,122 | +2.2% | 1.03% | $15.4M | $75.55 |
| 2024 Q4 | ADDED | 191,528 | +60,045 | +45.7% | 0.99% | $14.9M | $74.15 |
| 2024 Q3 | REDUCED | 131,483 | -4,614 | -3.4% | 0.69% | $10.4M | $74.45 |
| 2024 Q2 | REDUCED | 136,097 | -12,692 | -8.5% | 0.74% | $10.5M | $71.72 |
| 2024 Q1 | INITIATED | 148,789 | — | — | 0.82% | $11.5M | — |
As of 2025 Q4 — sorted by position size