Philip James Wealth Mangement, LLC VONG — VANGUARD SCOTTSDALE FDS

Ownership history in Philip James Wealth Mangement, LLC  ·  10 quarters on record

AI Ownership Summary

Philip James Wealth Mangement, LLC reported VANGUARD SCOTTSDALE FDS (VONG) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.81% in 2024 Q2. The latest visible filing shows VONG at 0.61% 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 Philip James Wealth Mangement, 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
2026 Q1

VONG was reported at 0.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.81% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

VONG stock page Philip James Wealth Mangement, LLC fund profile Philip James Wealth Mangement, LLC full holdings
How Philip James Wealth Mangement, LLC held VONG — position size vs. price
% of Fund (quarterly)    VONG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 48,580 -19,477 -28.6% 0.61% $5.3M 2026-04-28 $122.57
2025 Q4 ADDED — — — 68,057 +295 +0.4% 0.96% $8.3M 2026-01-20 $117.89
2025 Q3 ADDED — — — 67,762 +5,451 +8.7% 0.95% $8.2M 2025-10-24 $122.43
2025 Q2 REDUCED — — — 62,311 -47 -0.1% 0.87% $6.8M 2025-07-18 $111.35
2025 Q1 REDUCED — — — 62,358 -321 -0.5% 0.70% $5.8M 2025-04-24 $92.05
2024 Q4 ADDED — — — 62,679 +505 +0.8% 0.84% $6.5M 2025-01-31 $104.65
2024 Q3 ADDED — — — 62,174 +1,225 +2.0% 0.74% $6.0M 2024-10-31 $95.48
2024 Q2 ADDED — — — 60,949 +22,310 +57.7% 3.81% $5.7M 2024-07-23 $93.76
2024 Q1 ADDED — — — 38,639 +6,134 +18.9% 2.37% $3.3M 2024-04-29 $83.66
2023 Q4 INITIATED — — — 32,505 — — 1.96% $2.5M 2024-01-29 $81.00

🏢 Other funds also holding VONG

As of 2026 Q1 — sorted by position size

93 Financial Group, LLC 29.31% Hapanowicz & Associates Financial Services, Inc 3Y 7Y 23.03% JABODON PT CO 3Y 7Y 20.84% LPWM LLC 3Y 18.28% Evergreen Wealth Partners LLC 14.32% WestHill Financial Advisors, Inc. 3Y 13.73% Windward Private Wealth Management Inc. 3Y 11.39% Alliance Wealth Advisors, LLC /UT 3Y 10.79% CITIZENS & NORTHERN CORP 3Y 7Y 10.52% Elite Financial, Inc. 9.56%

FAQ About Philip James Wealth Mangement, 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 Philip James Wealth Mangement, LLC reported owning VONG?

Philip James Wealth Mangement, LLC reported VONG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VONG position in Philip James Wealth Mangement, LLC's portfolio?

The largest reported portfolio weight for VONG was 3.81% in 2024 Q2.

What is the latest reported VONG position on this page?

The most recent filing on this page is 2026 Q1, when Philip James Wealth Mangement, LLC reported 48,580 shares, equal to 0.61% of portfolio, with an estimated market value of $5.3M.

What does the chart on this VONG ownership page compare?

The chart compares Philip James Wealth Mangement, 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.

How well did Philip James Wealth Mangement, LLC time their VONG position?

Based on 13F filing dates vs. subsequent VONG price moves, Philip James Wealth Mangement, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on VONG relative to SPY over the holding period was +0.7%.

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