VONG — VANGUARD SCOTTSDALE FDS

Ownership history in REDW Wealth LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which REDW Wealth LLC reported a position in VANGUARD SCOTTSDALE FDS (VONG). 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
0.89% (2025 Q4)
Avg. % of fund
0.52%
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 19,223 +5,178 +36.9% 0.89% $2.3M $121.75
2025 Q3 ADDED 14,045 +4,654 +49.6% 0.64% $1.7M $120.36
2025 Q2 UNCHANGED 9,391 — 0% 0.41% $1.0M $108.95
2025 Q1 REDUCED 9,391 -2 -0.0% 0.32% $871K $92.46
2024 Q4 INITIATED 9,393 — — 0.34% $970K $102.78
% of Fund (quarterly)    VONG price (monthly, adj. close)

Other funds also holding VONG

As of 2025 Q4 — sorted by position size

93 Financial Group, LLC 31.37% Hapanowicz & Associates Financial Services, Inc 3Y 7Y 24.77% JABODON PT CO 7Y 23.51% LPWM LLC 3Y 20.26% WestHill Financial Advisors, Inc. 3Y 14.47% Windward Private Wealth Management Inc. 3Y 12.35% Blue Barn Wealth, LLC 3Y 11.62% CITIZENS & NORTHERN CORP 3Y 7Y 11.09% Quent Capital, LLC 3Y 9.25% YARGER WEALTH STRATEGIES, LLC 3Y 9.16%
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