SEC 13F Intelligence

Formulafolio Investments, LLC / VCSH

Formulafolio Investments, LLC’s Vanguard Scottsdale Fds Position

Does Formulafolio Investments, LLC own Vanguard Scottsdale Fds (VCSH)? Yes105.6K shares worth $9M (+2.92% of its 13F portfolio) as of Q2 2021, up from 102.6K shares the prior filed quarter.

Position Value
$9M
Q2 2021
Shares
105.6K
% of Portfolio
+2.92%
Quarters Held
2
currently held

Position History VCSH

Reported value by quarter
Q1 ’21: $8MQ1 ’21Q2 ’21: $9MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2021105.6K$9M+2.92%
Q1 2021102.6K$8M+2.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Formulafolio Investments, LLC’s full portfolio or all institutional holders of VCSH.