SEC 13F Intelligence

Endowment Wealth Management, Inc. / VONE

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

Does Endowment Wealth Management, Inc. own Vanguard Scottsdale Fds (VONE)? Not currently — the last reported position was 9.7K shares worth $3M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2025
Shares
9.7K
% of Portfolio
+1.34%
Quarters Held
16
position exited

Position History VONE

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ2 ’22Q3 ’22: $1MQ4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $2MQ2 ’25: $3MQ2 ’25Q3 ’25: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 20259.7K$3M+1.34%
Q2 20259.7K$3M+1.41%
Q1 20259.5K$2M+1.55%
Q4 202410.0K$3M+1.79%
Q3 20249.9K$3M+1.70%
Q2 20249.8K$2M+1.76%
Q1 202411.0K$3M+1.96%
Q4 20239.3K$2M+1.67%
Q3 20239.2K$2M+1.61%
Q2 20238.2K$2M+1.51%
Q1 20237.8K$1M+1.46%
Q4 20227.2K$1M+1.39%
Q3 20227.2K$1M+1.42%
Q2 20227.4K$1M+1.54%
Q1 20227.3K$2M+1.59%
Q4 20217.3K$2M+1.61%

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