SEC 13F Intelligence

Windsor Wealth Management, Inc. / VONG

Windsor Wealth Management, Inc.’s Vanguard Scottsdale Fds Position

Does Windsor Wealth Management, Inc. own Vanguard Scottsdale Fds (VONG)? Yes — 107.0K shares worth $7M (+1.34% of its 13F portfolio) as of Q3 2023, down from 185.0K shares the prior filed quarter.

Position Value
$7M
Q3 2023
Shares
107.0K
% of Portfolio
+1.34%
Quarters Held
4
currently held

Position History VONG

Reported value by quarter
Q4 ’22: $11MQ4 ’22Q1 ’23: $12MQ1 ’23Q2 ’23: $13MQ2 ’23Q3 ’23: $7MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023107.0K$7M+1.34%
Q2 2023185.0K$13M+2.35%
Q1 2023192.5K$12M+2.33%
Q4 2022194.5K$11M+2.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Windsor Wealth Management, Inc.’s full portfolio or all institutional holders of VONG.