VGIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in AGILIS PARTNERS LLC  Β·  5 quarters on record

AI Ownership Summary

AGILIS PARTNERS LLC reported VANGUARD SCOTTSDALE FDS (VGIT) in 5 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 1.88% in 2024 Q2. The latest visible filing shows VGIT at 1.83% 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 VGIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AGILIS PARTNERS 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
2024 Q4

VGIT was reported at 1.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.88% 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 2024 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 AGILIS PARTNERS LLC held VGIT β€” position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 104,602 -1,599 -1.5% 1.83% $6.1M 2025-02-14 (Est.) $55.95
2024 Q3 UNCHANGED 106,201 β€” 0% 1.80% $6.4M 2024-11-06 $55.38
2024 Q2 REDUCED 106,201 -1,889 -1.7% 1.88% $6.2M 2024-08-07 $56.20
2024 Q1 UNCHANGED 108,090 β€” 0% 1.62% $6.3M 2024-05-08 $53.82
2023 Q4 INITIATED 108,090 β€” β€” 1.69% $6.4M 2024-02-09 $54.18

FAQ About AGILIS PARTNERS LLC and VGIT

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

How long has AGILIS PARTNERS LLC reported owning VGIT?

AGILIS PARTNERS LLC reported VGIT across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported VGIT position in AGILIS PARTNERS LLC's portfolio?

The largest reported portfolio weight for VGIT was 1.88% in 2024 Q2.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2024 Q4, when AGILIS PARTNERS LLC reported 104,602 shares, equal to 1.83% of portfolio, with an estimated market value of $6.1M.

What does the chart on this VGIT ownership page compare?

The chart compares AGILIS PARTNERS LLC's quarterly VGIT 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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