VGLT β€” VANGUARD SCOTTSDALE FDS

Ownership history in Ackerman Capital Advisors, LLC  Β·  10 quarters on record

AI Ownership Summary

Ackerman Capital Advisors, LLC reported VANGUARD SCOTTSDALE FDS (VGLT) in 10 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.56% in 2024 Q3. The latest visible filing shows VGLT at 1.17% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ackerman Capital Advisors, 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
2025 Q4

VGLT was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2024 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

VGLT stock page Ackerman Capital Advisors, LLC fund profile Ackerman Capital Advisors, LLC full holdings
How Ackerman Capital Advisors, LLC held VGLT β€” position size vs. price
% of Fund (quarterly)    VGLT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 104,160 +3,706 +3.7% 1.17% $5.8M 2026-02-14 (Est.) $57.00
2025 Q3 ADDED 100,454 +3,527 +3.6% 1.20% $5.7M 2025-10-22 $57.33
2025 Q2 REDUCED 96,927 -2,075 -2.1% 1.26% $5.4M 2025-07-25 $53.48
2025 Q1 ADDED 99,002 +616 +0.6% 1.51% $5.7M 2025-05-09 $53.35
2024 Q4 ADDED 98,386 +537 +0.5% 1.43% $5.4M 2025-02-04 $53.35
2024 Q3 ADDED 97,849 +22,862 +30.5% 1.56% $6.0M 2024-10-24 $54.79
2023 Q4 REDUCED 74,987 -11,581 -13.4% 1.29% $4.6M 2024-01-19 $53.71
2023 Q3 REDUCED 86,568 -3,684 -4.1% 1.34% $4.8M 2023-10-30 $47.73
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VGLT

As of 2025 Q4 β€” sorted by position size

Rainwater Charitable Foundation 3Y 7Y 29.19% Ironwood Wealth Management, LLC. 3Y 7Y 12.97% WLTH Capital Management, LLC 12.27% NEPC LLC 9.23% Barry Investment Advisors, LLC 3Y 7Y 8.91% Dunhill Financial, LLC 7.66% Cassaday & Co Wealth Management LLC 3Y 5.55% TIFF ADVISORY SERVICES, LLC 3Y 7Y 5.15% Aurelius Family Office LLC 5.09% FINANCIAL LIFE ADVISORS 3Y 7Y 4.8%

FAQ About Ackerman Capital Advisors, LLC and VGLT

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

How long has Ackerman Capital Advisors, LLC reported owning VGLT?

Ackerman Capital Advisors, LLC reported VGLT across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VGLT position in Ackerman Capital Advisors, LLC's portfolio?

The largest reported portfolio weight for VGLT was 1.56% in 2024 Q3.

What is the latest reported VGLT position on this page?

The most recent filing on this page is 2025 Q4, when Ackerman Capital Advisors, LLC reported 104,160 shares, equal to 1.17% of portfolio, with an estimated market value of $5.8M.

What does the chart on this VGLT ownership page compare?

The chart compares Ackerman Capital Advisors, LLC's quarterly VGLT 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.

← Back to Ackerman Capital Advisors, LLC Holdings