VGIT VANGUARD SCOTTSDALE FDS

Ownership history in Addison Advisors LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Addison Advisors LLC reported a position in VANGUARD SCOTTSDALE FDS (VGIT). 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
5.53% (2024 Q3)
Avg. % of fund
4.15%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 321,697 +16,131 +5.3% 4.33% $19.3M $59.57
2025 Q3 ADDED 305,566 +20,564 +7.2% 4.25% $18.3M $58.92
2025 Q2 REDUCED 285,002 -8,039 -2.7% 4.25% $17.0M $58.14
2025 Q1 REDUCED 293,041 -25,745 -8.1% 4.75% $17.4M $57.19
2024 Q4 REDUCED 318,786 -10,809 -3.3% 5.14% $18.5M $55.49
2024 Q3 ADDED 329,595 +125,643 +61.6% 5.53% $19.9M $57.09
2024 Q2 ADDED 203,952 +18,928 +10.2% 3.83% $11.9M $54.51
2024 Q1 ADDED 185,024 +25,929 +16.3% 3.72% $10.8M $54.31
2023 Q4 ADDED 159,095 +11,532 +7.8% 3.68% $9.4M $54.73
2023 Q3 ADDED 147,563 +69,955 +90.1% 3.92% $8.4M $52.17
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% of Fund (quarterly)    VGIT price (monthly, adj. close)
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