SEC 13F Intelligence

Algorithmic Investment Models, LLC / VMBS

Algorithmic Investment Models, LLC’s Vanguard Scottsdale Fds Position

Does Algorithmic Investment Models, LLC own Vanguard Scottsdale Fds (VMBS)? Not currently — the last reported position was 65.8K shares worth $3M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2022
Shares
65.8K
% of Portfolio
+2.94%
Quarters Held
5
position exited

Position History VMBS

Reported value by quarter
Q3 ’21: $1MQ3 ’21Q4 ’21: $4MQ4 ’21Q1 ’22: $3MQ1 ’22Q2 ’22: $3MQ2 ’22Q3 ’22: $3MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202265.8K$3M+2.94%
Q2 202264.9K$3M+2.56%
Q1 202258.1K$3M+1.87%
Q4 202180.2K$4M+2.45%
Q3 202123.4K$1M+1.07%

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