Ownership history in VANCE WEALTH, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which VANCE 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 116,042 | +3,395 | +3.0% | 4.20% | $14.1M | $121.75 |
| 2025 Q3 | REDUCED | 112,647 | -3,170 | -2.7% | 4.17% | $13.6M | $120.36 |
| 2025 Q2 | REDUCED | 115,817 | -14,136 | -10.9% | 4.27% | $12.6M | $108.95 |
| 2025 Q1 | ADDED | 129,953 | +7,097 | +5.8% | 4.53% | $12.1M | $92.46 |
| 2024 Q4 | REDUCED | 122,856 | -5,196 | -4.1% | 4.90% | $12.7M | $102.78 |
| 2024 Q3 | ADDED | 128,052 | +7,495 | +6.2% | 4.68% | $12.4M | $95.91 |
| 2024 Q2 | ADDED | 120,557 | +2,584 | +2.2% | 4.64% | $11.3M | $93.09 |
| 2024 Q1 | ADDED | 117,973 | +2,592 | +2.2% | 4.07% | $10.2M | $85.87 |
| 2023 Q4 | REDUCED | 115,381 | -2,463 | -2.1% | 3.91% | $9.0M | $77.16 |
| 2023 Q3 | ADDED | 117,844 | +1,101 | +0.9% | 3.77% | $8.1M | $67.55 |
As of 2025 Q4 — sorted by position size