VCSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in AAFMAA Wealth Management & Trust LLC  Β·  10 quarters on record

AI Ownership Summary

AAFMAA Wealth Management & Trust LLC reported VANGUARD SCOTTSDALE FDS (VCSH) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 22.88% in 2025 Q1. The latest visible filing shows VCSH at 7.72% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AAFMAA Wealth Management & Trust LLC's position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VCSH was reported at 7.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
22.88% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AAFMAA Wealth Management & Trust LLC held VCSH β€” position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 251,044 -7,272 -2.8% 7.72% $19.9M 2026-04-08 $79.21
2025 Q4 REDUCED 258,316 -155,909 -37.6% 8.07% $20.6M 2026-01-07 $78.95
2025 Q3 ADDED 414,225 +3,820 +0.9% 13.14% $33.1M 2025-10-30 $78.16
2025 Q2 REDUCED 410,405 -228,065 -35.7% 13.49% $32.6M 2025-07-16 $76.52
2025 Q1 ADDED 638,470 +189,204 +42.1% 22.88% $50.4M 2025-04-11 $74.59
2024 Q4 ADDED 449,266 +21,718 +5.1% 15.36% $35.0M 2025-01-13 $73.58
2024 Q3 ADDED 427,548 +7,856 +1.9% 14.97% $34.0M 2024-10-16 $73.94
2024 Q2 ADDED 419,692 +10,320 +2.5% 15.95% $32.4M 2024-07-19 $72.10
2024 Q1 ADDED 409,372 +47,779 +13.2% 17.27% $31.6M 2024-05-02 $70.68
2023 Q4 INITIATED 361,593 β€” β€” 15.87% $28.0M 2024-02-12 $70.47

FAQ About AAFMAA Wealth Management & Trust LLC and VCSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has AAFMAA Wealth Management & Trust LLC reported owning VCSH?

AAFMAA Wealth Management & Trust LLC reported VCSH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VCSH position in AAFMAA Wealth Management & Trust LLC's portfolio?

The largest reported portfolio weight for VCSH was 22.88% in 2025 Q1.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2026 Q1, when AAFMAA Wealth Management & Trust LLC reported 251,044 shares, equal to 7.72% of portfolio, with an estimated market value of $19.9M.

What does the chart on this VCSH ownership page compare?

The chart compares AAFMAA Wealth Management & Trust LLC's quarterly VCSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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