VGIT — Vanguard Scottsdale FDS Inter

Ownership history in ALBION FINANCIAL GROUP /UT  ·  22 quarters on record

AI Ownership Summary

ALBION FINANCIAL GROUP /UT reported Vanguard Scottsdale FDS Inter (VGIT) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.33% in 2025 Q1. The latest visible filing shows VGIT at 2.29% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALBION FINANCIAL GROUP /UT's position in Vanguard Scottsdale FDS Inter, 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

VGIT was reported at 2.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% in 2025 Q1

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.

VGIT stock page ALBION FINANCIAL GROUP /UT fund profile ALBION FINANCIAL GROUP /UT full holdings
How ALBION FINANCIAL GROUP /UT held VGIT — position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 614,025 +25,930 +4.4% 2.29% $36.8M 2026-02-14 (Est.) $60.02
2025 Q3 ADDED 588,095 +31,331 +5.6% 2.13% $35.3M 2025-10-20 $59.34
2025 Q2 ADDED 556,764 +2,598 +0.5% 2.18% $33.3M 2025-07-17 $57.44
2025 Q1 ADDED 554,166 +25,675 +4.9% 2.33% $32.9M 2025-04-25 $57.28
2024 Q4 ADDED 528,491 +57,432 +12.2% 2.10% $30.7M 2025-01-17 $55.32
2024 Q3 ADDED 471,059 +466,109 +9416.3% 1.97% $28.5M 2024-10-09 $56.05
2024 Q2 ADDED 4,950 +4,200 +560.0% 0.02% $288K 2024-07-10 $54.68
2024 Q1 UNCHANGED 750 — 0% 0.00% $44K 2024-04-19 $53.12
2023 Q4 UNCHANGED 750 — 0% 0.00% $44K 2024-01-26 $54.16
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VGIT

As of 2026 Q1 — sorted by position size

BIRCHBROOK, INC. 17.13% Bangor Savings Bank 3Y 7Y 10.12% Secure Asset Management, LLC 3Y 5.86% Acropolis Investment Management, LLC 3Y 7Y 5.69% Pathway Financial Advisors LLC 3Y 7Y 4.02% CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 3Y 7Y 3.43% RoundAngle Advisors LLC 3.25% Hickory Point Bank & Trust 2.78% STABLEFORD CAPITAL II LLC 3Y 2.68% BURKETT FINANCIAL SERVICES, LLC 1.99%

FAQ About ALBION FINANCIAL GROUP /UT and VGIT

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

How long has ALBION FINANCIAL GROUP /UT reported owning VGIT?

ALBION FINANCIAL GROUP /UT reported VGIT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VGIT position in ALBION FINANCIAL GROUP /UT's portfolio?

The largest reported portfolio weight for VGIT was 2.33% in 2025 Q1.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2025 Q4, when ALBION FINANCIAL GROUP /UT reported 614,025 shares, equal to 2.29% of portfolio, with an estimated market value of $36.8M.

What does the chart on this VGIT ownership page compare?

The chart compares ALBION FINANCIAL GROUP /UT'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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