VONG — VANGUARD SCOTTSDALE FDS

Ownership history in Simplicity Wealth,LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Simplicity 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
0.02% (2025 Q3)
Avg. % of fund
0.01%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,181 -3,535 -61.8% 0.02% $263K $120.36
2024 Q2 REDUCED 5,716 -320 -5.3% 0.01% $536K $93.09
2024 Q1 INITIATED 6,036 — — 0.01% $523K —
% 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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