VGSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in Addis & Hill, Inc  Β·  8 quarters on record

AI Ownership Summary

Addis & Hill, Inc reported VANGUARD SCOTTSDALE FDS (VGSH) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.68% in 2024 Q2. The latest visible filing shows VGSH at 0.53% 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 VGSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Addis & Hill, Inc'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

VGSH was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2024 Q2

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 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.

How Addis & Hill, Inc held VGSH β€” position size vs. price
% of Fund (quarterly)    VGSH 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 14,965 +960 +6.9% 0.53% $879K 2026-02-14 (Est.) $58.72
2025 Q3 REDUCED 14,005 -1,388 -9.0% 0.50% $822K 2025-10-17 $58.01
2025 Q2 REDUCED 15,393 -571 -3.6% 0.59% $905K 2025-07-11 $57.01
2025 Q1 ADDED 15,964 +1,943 +13.9% 0.65% $937K 2025-04-10 $56.54
2024 Q3 UNCHANGED 14,021 β€” 0% 0.63% $828K 2024-10-28 $55.27
2024 Q2 ADDED 14,021 +1,204 +9.4% 0.68% $810K 2024-07-18 $54.40
2024 Q1 REDUCED 12,817 -172 -1.3% 0.63% $741K 2024-04-23 $53.41
2023 Q4 INITIATED 12,989 β€” β€” 0.67% $752K 2024-03-21 $53.50

FAQ About Addis & Hill, Inc and VGSH

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

How long has Addis & Hill, Inc reported owning VGSH?

Addis & Hill, Inc reported VGSH across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VGSH position in Addis & Hill, Inc's portfolio?

The largest reported portfolio weight for VGSH was 0.68% in 2024 Q2.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2025 Q4, when Addis & Hill, Inc reported 14,965 shares, equal to 0.53% of portfolio, with an estimated market value of $879K.

What does the chart on this VGSH ownership page compare?

The chart compares Addis & Hill, Inc's quarterly VGSH 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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