Ownership history in VANCE WEALTH, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which VANCE WEALTH, LLC reported a position in VANGUARD SCOTTSDALE FDS (VONV). 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 | REDUCED | 53,010 | -4,197 | -7.3% | 1.45% | $4.9M | $92.30 |
| 2025 Q3 | REDUCED | 57,207 | -2,767 | -4.6% | 1.57% | $5.1M | $88.90 |
| 2025 Q2 | REDUCED | 59,974 | -27,720 | -31.6% | 1.72% | $5.1M | $84.37 |
| 2025 Q1 | REDUCED | 87,694 | -18,653 | -17.5% | 2.72% | $7.2M | $81.34 |
| 2024 Q4 | REDUCED | 106,347 | -1,045 | -1.0% | 3.34% | $8.6M | $79.70 |
| 2024 Q3 | ADDED | 107,392 | +10,279 | +10.6% | 3.39% | $8.9M | $81.30 |
| 2024 Q2 | ADDED | 97,113 | +9,218 | +10.5% | 3.05% | $7.4M | $74.31 |
| 2024 Q1 | ADDED | 87,895 | +5,416 | +6.6% | 2.75% | $6.9M | $75.93 |
| 2023 Q4 | REDUCED | 82,479 | -5,127 | -5.9% | 2.60% | $6.0M | $69.74 |
| 2023 Q3 | ADDED | 87,606 | +9,050 | +11.5% | 2.73% | $5.8M | $63.68 |
As of 2025 Q4 — sorted by position size