SEC 13F Intelligence

Bridge Advisory, LLC / VMBS

Bridge Advisory, LLC’s Vanguard Scottsdale Fds Position

Does Bridge Advisory, LLC own Vanguard Scottsdale Fds (VMBS)? Not currently — the last reported position was 57.4K shares worth $3M in Q4 2023; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$3M
Q4 2023
Shares
57.4K
% of Portfolio
+1.33%
Quarters Held
13
position exited

Position History VMBS

Reported value by quarter
Q4 ’20: $6MQ4 ’20Q1 ’21: $7MQ2 ’21: $9MQ2 ’21Q3 ’21: $9MQ4 ’21: $8MQ4 ’21Q1 ’22: $6MQ2 ’22: $4MQ2 ’22Q3 ’22: $3MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202357.4K$3M+1.33%
Q3 202365.0K$3M+1.00%
Q2 202365.5K$3M+1.10%
Q1 202361.9K$3M+1.11%
Q4 202241.2K$2M+0.78%
Q3 202266.5K$3M+1.46%
Q2 202283.1K$4M+1.92%
Q1 2022123.7K$6M+2.71%
Q4 2021149.8K$8M+3.58%
Q3 2021161.2K$9M+4.23%
Q2 2021169.9K$9M+4.62%
Q1 2021134.5K$7M+4.46%
Q4 2020119.9K$6M+3.05%

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