SEC 13F Intelligence

Ten Capital Wealth Advisors, LLC / VB

Ten Capital Wealth Advisors, LLC’s Vanguard Index Fds Position

Does Ten Capital Wealth Advisors, LLC own Vanguard Index Fds (VB)? Yes — 30.9K shares worth $6M (+1.78% of its 13F portfolio) as of Q2 2023, up from 29.7K shares the prior filed quarter.

Position Value
$6M
Q2 2023
Shares
30.9K
% of Portfolio
+1.78%
Quarters Held
11
currently held

Position History VB

Reported value by quarter
Q4 ’20: $229,000Q4 ’20Q1 ’21: $615,000Q2 ’21: $1MQ2 ’21Q3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $7MQ2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $5MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202330.9K$6M+1.78%
Q1 202329.7K$6M+1.83%
Q4 202228.7K$5M+2.11%
Q3 202228.7K$5M+2.23%
Q2 202227.5K$5M+2.11%
Q1 202231.5K$7M+2.79%
Q4 202121.9K$5M+2.02%
Q3 202116.6K$4M+1.70%
Q2 20216.6K$1M+0.34%
Q1 20212.9K$615,000+0.15%
Q4 20201.2K$229,000+0.06%

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