STONEHAVEN WEALTH & TAX SOLUTIONS, LLC VMBS — VANGUARD SCOTTSDALE FDS

Ownership history in STONEHAVEN WEALTH & TAX SOLUTIONS, LLC  ·  6 quarters on record

AI Ownership Summary

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported VANGUARD SCOTTSDALE FDS (VMBS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.85% in 2025 Q1. The latest visible filing shows VMBS at 0.72% 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 VMBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STONEHAVEN WEALTH & TAX SOLUTIONS, 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

VMBS was reported at 0.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2025 Q1

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

Time in book
Holding Window
2024 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.

VMBS stock page STONEHAVEN WEALTH & TAX SOLUTIONS, LLC fund profile STONEHAVEN WEALTH & TAX SOLUTIONS, LLC full holdings
How STONEHAVEN WEALTH & TAX SOLUTIONS, LLC held VMBS — position size vs. price
% of Fund (quarterly)    VMBS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 17,234 -658 -3.7% 0.72% $809K 2026-05-15 $46.18
2025 Q4 REDUCED — — — 17,892 -343 -1.9% 0.76% $842K 2026-01-23 $46.37
2025 Q3 REDUCED — — — 18,235 -28 -0.2% 0.79% $856K 2025-11-13 $45.89
2025 Q2 ADDED — — — 18,263 +947 +5.5% 0.83% $846K 2025-08-14 $44.75
2025 Q1 ADDED — — — 17,316 +3,896 +29.0% 0.85% $802K 2025-05-15 $43.64
2024 Q4 INITIATED — — — 13,420 — — 0.66% $608K 2025-02-13 $43.04

🏢 Other funds also holding VMBS

As of 2026 Q1 — sorted by position size

POWER WEALTH MANAGEMENT LLC 11.11% Employees' Retirement Fund of the City of Fort Worth 10.83% STERLING INVESTMENT MANAGEMENT, LLC 3Y 7Y 9.26% Bell Investment Advisors, Inc 3Y 7.73% Evergreen Advisors, LLC 3Y 7Y 7.64% Connecticut Capital Management Group, LLC 6.92% Family CFO Inc 3Y 6.79% Cravens & Co Advisors, LLC 3Y 6.54% Mendota Financial Group, LLC 3Y 6.42% eCIO, Inc. 6.23%

FAQ About STONEHAVEN WEALTH & TAX SOLUTIONS, LLC and VMBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported owning VMBS?

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported VMBS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VMBS position in STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's portfolio?

The largest reported portfolio weight for VMBS was 0.85% in 2025 Q1.

What is the latest reported VMBS position on this page?

The most recent filing on this page is 2026 Q1, when STONEHAVEN WEALTH & TAX SOLUTIONS, LLC reported 17,234 shares, equal to 0.72% of portfolio, with an estimated market value of $809K.

What does the chart on this VMBS ownership page compare?

The chart compares STONEHAVEN WEALTH & TAX SOLUTIONS, LLC's quarterly VMBS 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 STONEHAVEN WEALTH & TAX SOLUTIONS, LLC time their VMBS position?

Based on 13F filing dates vs. subsequent VMBS price moves, STONEHAVEN WEALTH & TAX SOLUTIONS, LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on VMBS relative to SPY over the holding period was -10.4%.

← Back to STONEHAVEN WEALTH & TAX SOLUTIONS, LLC Holdings