SEC 13F Intelligence

Vci Wealth Management LLC / VMBS

Vci Wealth Management LLC’s Vanguard Scottsdale Fds Position

Does Vci Wealth Management LLC own Vanguard Scottsdale Fds (VMBS)? Yes — 221.8K shares worth $10M (+2.89% of its 13F portfolio) as of Q1 2026, up from 200.9K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
221.8K
% of Portfolio
+2.89%
Quarters Held
10
currently held

Position History VMBS

Reported value by quarter
Q4 ’23: $6MQ4 ’23Q1 ’24: $5MQ2 ’24: $8MQ2 ’24Q3 ’24: $9MQ4 ’24: $7MQ4 ’24Q1 ’25: $7MQ2 ’25: $8MQ2 ’25Q3 ’25: $9MQ4 ’25: $9MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026221.8K$10M+2.89%
Q4 2025200.9K$9M+2.63%
Q3 2025185.1K$9M+2.64%
Q2 2025175.0K$8M+2.84%
Q1 2025154.7K$7M+3.01%
Q4 2024143.7K$7M+2.77%
Q3 2024182.8K$9M+3.84%
Q2 2024167.6K$8M+3.76%
Q1 2024116.8K$5M+3.60%
Q4 2023131.6K$6M+3.71%

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