VCLT β€” VANGUARD SCOTTSDALE FDS

Ownership history in Berkeley Capital Partners, LLC  Β·  34 quarters on record

AI Ownership Summary

Berkeley Capital Partners, LLC reported VANGUARD SCOTTSDALE FDS (VCLT) in 34 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.74% in 2023 Q3. The latest visible filing shows VCLT at 3.80% 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 VCLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Berkeley Capital Partners, LLC'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

VCLT was reported at 3.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.74% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 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 Berkeley Capital Partners, LLC held VCLT β€” position size vs. price
% of Fund (quarterly)    VCLT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 212,919 +3,287 +1.6% 3.80% $16.1M 2026-02-14 (Est.) $76.95
2025 Q3 ADDED 209,632 +6,790 +3.3% 3.85% $16.3M 2025-11-10 $75.51
2025 Q2 ADDED 202,842 +7,007 +3.6% 3.90% $15.4M 2025-07-30 $72.68
2025 Q1 ADDED 195,835 +6,488 +3.4% 4.09% $14.9M 2025-05-05 $70.01
2024 Q4 ADDED 189,347 +5,686 +3.1% 3.94% $14.2M 2025-02-11 $70.86
2024 Q3 ADDED 183,661 +5,167 +2.9% 4.26% $14.9M 2024-11-14 $71.26
2024 Q2 REDUCED 178,494 -2,134 -1.2% 4.08% $13.5M 2024-08-14 $73.17
2024 Q1 ADDED 180,628 +13,942 +8.4% 4.31% $14.1M 2024-05-14 $68.69
2023 Q4 REDUCED 166,686 -16,600 -9.1% 4.42% $13.4M 2024-02-09 $69.33
2023 Q3 ADDED 183,286 +4,447 +2.5% 4.74% $13.1M 2023-11-14 $64.53
24 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Berkeley Capital Partners, LLC and VCLT

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

How long has Berkeley Capital Partners, LLC reported owning VCLT?

Berkeley Capital Partners, LLC reported VCLT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VCLT position in Berkeley Capital Partners, LLC's portfolio?

The largest reported portfolio weight for VCLT was 4.74% in 2023 Q3.

What is the latest reported VCLT position on this page?

The most recent filing on this page is 2025 Q4, when Berkeley Capital Partners, LLC reported 212,919 shares, equal to 3.80% of portfolio, with an estimated market value of $16.1M.

What does the chart on this VCLT ownership page compare?

The chart compares Berkeley Capital Partners, LLC's quarterly VCLT 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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