VGIT — VANGUARD SCOTTSDALE FDS

Ownership history in Alaethes Wealth, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Alaethes Wealth, 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
11.41% (2025 Q1)
Avg. % of fund
7.41%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 590,611 +1,747 +0.3% 9.96% $35.4M $59.57
2025 Q3 ADDED 588,864 +32,596 +5.9% 10.02% $35.3M $58.92
2025 Q2 ADDED 556,268 +31,647 +6.0% 9.94% $33.3M $58.14
2025 Q1 ADDED 524,621 +449,996 +603.0% 11.41% $31.2M $57.19
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGIT price (monthly, adj. close)

Other funds also holding VGIT

As of 2025 Q4 — sorted by position size

Heritage Financial Services, LLC 3Y 26.03% LIBRA WEALTH LLC 3Y 17.68% Nova R Wealth, Inc. 3Y 13.36% SCS Capital Management LLC 3Y 7Y 10.62% NEPC LLC 10.39% Kondo Wealth Advisors, Inc. 10.04% Cliffwater LLC 3Y 7Y 9.71% CYPRESS FINANCIAL PLANNING LLC 3Y 9.58% PROFFITT & GOODSON INC 3Y 7Y 9.11% NORTHWEST WEALTH MANAGEMENT, LLC 3Y 7Y 8.82%
← Back to Alaethes Wealth, LLC Holdings