VCSH — VANGUARD SCOTTSDALE FDS

Ownership history in Adaptive Financial Consulting, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Adaptive Financial Consulting, LLC reported a position in VANGUARD SCOTTSDALE FDS (VCSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
15.85% (2022 Q4)
Avg. % of fund
13.36%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 389,790 -2,267 -0.6% 12.09% $31.1M $79.17
2025 Q3 ADDED 392,057 +9,214 +2.4% 12.53% $31.3M $78.20
2025 Q2 REDUCED 382,843 -50,356 -11.6% 12.71% $30.4M $76.93
2025 Q1 REDUCED 433,199 -18,225 -4.0% 14.64% $34.2M $75.55
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VCSH price (monthly, adj. close)

Other funds also holding VCSH

As of 2025 Q4 — sorted by position size

BCK Partners, Inc. 3Y 23.87% John A. Wolfe & Associates, Inc. 23.38% Eaton-Cambridge Inc. 16.18% FIDELIS iM, LLC 3Y 14.91% McCarthy Asset Management, Inc. 3Y 13.96% Marks Wealth, LLC 3Y 10.97% Liquid Strategies, LLC 3Y 10.96% Quaker Wealth Management, LLC 3Y 10.44% AllSquare Wealth Management LLC 3Y 7Y 10.44% NEPC LLC 9.79%
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