Vanguard Group
SDC

Vanguard Group’s SmileDirectClub, Inc. Class A Common Stock SDC Stock Holding History

Vanguard Group’s Portfolio SDC Stock Details SDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,566,496
Closed -$2.31M – 4588
2023
Q3 		$2.31M Buy
5,566,496
+238,982
+4% +$137K ﹤0.01% 3529
2023
Q2 		$2.82M Hold
5,327,514
– – ﹤0.01% 3549
2023
Q1 		$2.29M Sell
5,327,514
-2,228,084
-29% -$1.14M ﹤0.01% 3623
2022
Q4 		$2.66M Sell
7,555,598
-2,173,955
-22% -$1.43M ﹤0.01% 3560
2022
Q3 		$8.81M Buy
9,729,553
+809,605
+9% +$983K ﹤0.01% 3010
2022
Q2 		$9.28M Sell
8,919,948
-371,897
-4% -$602K ﹤0.01% 3032
2022
Q1 		$24.1M Sell
9,291,845
-551,746
-6% -$1.28M ﹤0.01% 2668
2021
Q4 		$23.1M Buy
9,843,591
+159,346
+2% +$666K ﹤0.01% 2769
2021
Q3 		$51.5M Buy
9,684,245
+132,070
+1% +$820K ﹤0.01% 2346
2021
Q2 		$82.9M Buy
9,552,175
+1,222,069
+15% +$11.3M ﹤0.01% 2099
2021
Q1 		$85.9M Buy
8,330,106
+591,529
+8% +$7.01M ﹤0.01% 2032
2020
Q4 		$92.4M Buy
7,738,577
+726,322
+10% +$8.23M ﹤0.01% 1861
2020
Q3 		$81.9M Buy
7,012,255
+116,396
+2% +$1.07M ﹤0.01% 1787
2020
Q2 		$54.5M Buy
6,895,859
+2,001,197
+41% +$13.6M ﹤0.01% 1971
2020
Q1 		$22.9M Sell
4,894,662
-32,711
-0.7% -$322K ﹤0.01% 2222
2019
Q4 		$43.1M Buy
4,927,373
+755,862
+18% +$7.56M ﹤0.01% 2192
2019
Q3 		$57.9M Buy
+4,171,511
New +$69.6M ﹤0.01% 2001

Other funds holding SDC

BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
FCFC
First Commonwealth Financial Corp Indiana, Pennsylvania $715M AUM 24.33% 1-Year Est. Return
SAM
S.A. Mason Holland, Michigan $326M AUM 36.44% 1-Year Est. Return
SF
Safeguard Financial Minocqua, Wisconsin $456M AUM 6.35% 1-Year Est. Return
FNT
First National Trust Hermitage, Pennsylvania $2.95B AUM 27.19% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RFG
RFP Financial Group Atlanta, Georgia $223M AUM 23.08% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

Vanguard Group's SDC Position: Q4 2023 in Review

Vanguard Group sold out of SmileDirectClub, Inc. Class A Common Stock (SDC) in Q4 2023, closing a stake of 5,566,496 shares — an estimated $2.31M sold.

Vanguard Group first reported a position in SDC in Q3 2019 and held it in 17 quarters. The position peaked at $92.4M in Q4 2020. 11 funds tracked by Wall St. Rank hold SDC as of Q4 2023.

  • Vanguard Group reported no remaining SmileDirectClub, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
  • Vanguard Group sold 5,566,496 SmileDirectClub, Inc. Class A Common Stock shares in Q4 2023, an estimated $2.31M.
  • Vanguard Group first reported a position in SmileDirectClub, Inc. Class A Common Stock in Q3 2019 and held it in 17 quarters.
  • Vanguard Group's SmileDirectClub, Inc. Class A Common Stock position peaked at $92.4M in Q4 2020.
  • 11 funds tracked by Wall St. Rank held SmileDirectClub, Inc. Class A Common Stock as of Q4 2023.

Based on Vanguard Group's 13F filing for Q4 2023, filed 14 Feb 2024.