SEC 13F Intelligence

Wealth Advisory Team LLC / VONG

Wealth Advisory Team LLC’s Vanguard Scottsdale Fds Position

Does Wealth Advisory Team LLC own Vanguard Scottsdale Fds (VONG)? Yes43.3K shares worth $5M (+4.66% of its 13F portfolio) as of Q4 2025, down from 44.5K shares the prior filed quarter.

Position Value
$5M
Q4 2025
Shares
43.3K
% of Portfolio
+4.66%
Quarters Held
2
currently held

Position History VONG

Reported value by quarter
Q2 ’25: $5MQ2 ’25Q4 ’25: $5MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202543.3K$5M+4.66%
Q2 202544.5K$5M+4.54%

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