VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in Advisory Alpha, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Advisory Alpha, LLC reported a position in VANGUARD SCOTTSDALE FDS (VGSH). 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% (2023 Q1)
Avg. % of fund
3.2%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,301,362 +17,517 +1.4% 2.08% $76.4M $58.38
2025 Q3 ADDED 1,283,845 +50,986 +4.1% 2.10% $75.4M $57.75
2025 Q2 ADDED 1,232,859 +572,254 +86.6% 2.26% $72.5M $57.10
2025 Q1 REDUCED 660,605 -1,284,929 -66.0% 2.40% $38.8M $56.42
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGSH price (monthly, adj. close)

Other funds also holding VGSH

As of 2025 Q4 — sorted by position size

INSIGHT 2811, INC. 3Y 7Y 21.34% Strata Wealth Advisors, LLC 14.79% Cornerstone Wealth Advisors, Inc. 3Y 12.97% MAYPORT, LLC 3Y 12.93% Vernal Point Advisors, LLC 11.82% Cordant, Inc. 3Y 11.54% Five Oceans Advisors 3Y 11.47% Wright Wealth LLC 11.34% Chemistry Wealth Management LLC 3Y 11.34% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 10.62%
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