VGSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in Beacon Bank & Trust  Β·  1 quarter on record

AI Ownership Summary

Beacon Bank & Trust reported VANGUARD SCOTTSDALE FDS (VGSH) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 7.25% in 2025 Q4. The latest visible filing shows VGSH at 7.25% 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 VGSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Bank & Trust'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
2025 Q4

VGSH was reported at 7.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.25% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 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.

How Beacon Bank & Trust held VGSH β€” position size vs. price
% of Fund (quarterly)    VGSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 608,591 β€” β€” 7.25% $35.7M 2026-02-14 (Est.) $58.72

FAQ About Beacon Bank & Trust and VGSH

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

How long has Beacon Bank & Trust reported owning VGSH?

Beacon Bank & Trust reported VGSH across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported VGSH position in Beacon Bank & Trust's portfolio?

The largest reported portfolio weight for VGSH was 7.25% in 2025 Q4.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2025 Q4, when Beacon Bank & Trust reported 608,591 shares, equal to 7.25% of portfolio, with an estimated market value of $35.7M.

What does the chart on this VGSH ownership page compare?

The chart compares Beacon Bank & Trust's quarterly VGSH 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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