VCIT VANGUARD SCOTTSDALE FDS

Ownership history in Berkeley Capital Partners, LLC  ·  40 quarters on record

This page tracks every 13F SEC filing in which Berkeley Capital Partners, LLC reported a position in VANGUARD SCOTTSDALE FDS (VCIT). 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
13.13% (2016 Q3)
Avg. % of fund
6.93%
First filed
2016 Q1
Last filed
2025 Q4
Quarters held
40
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 313,991 +4,903 +1.6% 6.19% $26.3M $83.12
2025 Q3 ADDED 309,088 +7,613 +2.5% 6.15% $26.0M $82.18
2025 Q2 ADDED 301,475 +5,330 +1.8% 6.34% $25.0M $80.05
2025 Q1 ADDED 296,145 +6,430 +2.2% 6.66% $24.2M $78.01
2024 Q4 ADDED 289,715 +7,311 +2.6% 6.46% $23.3M $76.02
2024 Q3 ADDED 282,404 +7,352 +2.7% 6.75% $23.7M $78.14
2024 Q2 REDUCED 275,052 -3,350 -1.2% 6.62% $22.0M $73.76
2024 Q1 ADDED 278,402 +18,532 +7.1% 6.83% $22.4M $73.47
2023 Q4 REDUCED 259,870 -31,305 -10.8% 6.98% $21.1M $73.67
2023 Q3 ADDED 291,175 +5,941 +2.1% 7.99% $22.1M $67.91
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% of Fund (quarterly)    VCIT price (monthly, adj. close)
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