Jackson Wealth Management, LLC Scudder Vit Equity 500 Index holdings history
Scudder Vit Equity 500 Index · CUSIP SCUDSXT00 · CIK 1536799
As of 2026-06-30, Jackson Wealth Management, LLC reported 126.31K Scudder Vit Equity 500 Index (shares), valued at $8.15M, or 4.80% of its reported non-derivative portfolio. Filed 2026-08-20.
Verify history & sources →Shares decreased 6.62%; reported value increased 7.12%, and weight changed +4.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.80% | 126,305 | SEC filing ↗Filed Aug 20, 2026 |
| Q1 2026 | 0.78% | 135,254 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 0.78% | 135,788 | SEC filing ↗Filed Jan 20, 2026 |
| Q3 2025 | 0.79% | 136,121 | SEC filing ↗Filed Oct 3, 2025 |
| Q2 2025 | 0.81% | 139,597 | SEC filing ↗Filed Jul 21, 2025 |
| Q1 2025 | 0.82% | 139,831 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 0.82% | 142,459 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 0.85% | 142,781 | SEC filing ↗Filed Oct 22, 2024 |
| Q2 2024 | 0.96% | 94,126 | SEC filing ↗Filed Jul 1, 2024 |
| Q1 2024 | 0.84% | 147,687 | SEC filing ↗Filed Jun 11, 2024 |
| Q4 2023 | 0.82% | 149,548 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 0.80% | 149,921 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.80% | 149,921 | $5.58M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 0.82% | 149,548 | $6.19M | Shares decreased 0.25%; reported value increased 10.97%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 0.84% | 147,687 | $6.73M | Shares decreased 1.24%; reported value increased 8.72%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jun 11, 2024 |
| Q2 2024 | 0.96% | 94,126 | $4.46M | Shares decreased 36.27%; reported value decreased 33.80%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 1, 2024 |
| Q3 2024 | 0.85% | 142,781 | $7.13M | Shares increased 51.69%; reported value increased 59.93%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2024 |
| Q4 2024 | 0.82% | 142,459 | $7.25M | Shares decreased 0.23%; reported value increased 1.71%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 0.82% | 139,831 | $6.79M | Shares decreased 1.84%; reported value decreased 6.39%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 0.81% | 139,597 | $7.48M | Shares decreased 0.17%; reported value increased 10.27%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2025 |
| Q3 2025 | 0.79% | 136,121 | $7.86M | Shares decreased 2.49%; reported value increased 5.05%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 3, 2025 |
| Q4 2025 | 0.78% | 135,788 | $8.02M | Shares decreased 0.24%; reported value increased 1.97%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 20, 2026 |
| Q1 2026 | 0.78% | 135,254 | $7.61M | Shares decreased 0.39%; reported value decreased 5.06%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 4.80% | 126,305 | $8.15M | Shares decreased 6.62%; reported value increased 7.12%, and weight changed +4.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 20, 2026 |
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