SEC 13F Intelligence

Patten & Patten Inc/Tn / VGSH

Patten & Patten Inc/Tn’s Vanguard Scottsdale Fds Position

Does Patten & Patten Inc/Tn own Vanguard Scottsdale Fds (VGSH)? Yes — 838.3K shares worth $49M (+2.96% of its 13F portfolio) as of Q1 2026, up from 816.2K shares the prior filed quarter.

Position Value
$49M
Q1 2026
Shares
838.3K
% of Portfolio
+2.96%
Quarters Held
6
currently held

Position History VGSH

Reported value by quarter
Q4 ’24: $16MQ4 ’24Q1 ’25: $39MQ1 ’25Q2 ’25: $44MQ2 ’25Q3 ’25: $48MQ3 ’25Q4 ’25: $48MQ4 ’25Q1 ’26: $49MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026838.3K$49M+2.96%
Q4 2025816.2K$48M+2.81%
Q3 2025807.7K$48M+2.79%
Q2 2025743.1K$44M+2.83%
Q1 2025660.4K$39M+2.60%
Q4 2024268.8K$16M+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Patten & Patten Inc/Tn’s full portfolio or all institutional holders of VGSH.