VGSH VANGUARD SCOTTSDALE FDS

Ownership history in Alta Advisers Ltd  ·  33 quarters on record

This page tracks every 13F SEC filing in which Alta Advisers Ltd 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
52.94% (2018 Q4)
Avg. % of fund
34.04%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 435,327 -227,699 -34.3% 8.10% $22.4M $58.38
2025 Q3 ADDED 663,026 +264,373 +66.3% 11.59% $37.9M $57.75
2025 Q2 ADDED 398,653 +185,903 +87.4% 8.18% $23.0M $57.10
2025 Q1 REDUCED 212,750 -2,616 -1.2% 5.32% $12.5M $56.42
2024 Q4 REDUCED 215,366 -465,910 -68.4% 7.91% $12.5M $55.56
2024 Q3 REDUCED 681,276 -14,797 -2.1% 18.37% $40.2M $55.58
2024 Q2 REDUCED 696,073 -3,354 -0.5% 19.41% $40.4M $54.03
2024 Q1 ADDED 699,427 +30,753 +4.6% 20.14% $40.6M $53.54
2023 Q4 REDUCED 668,674 -13,643 -2.0% 20.83% $39.0M $53.42
2023 Q3 REDUCED 682,317 -13,875 -2.0% 22.77% $39.3M $52.07
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGSH price (monthly, adj. close)
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