BFSG, LLC VTC — VANGUARD SCOTTSDALE FDS

Ownership history in BFSG, LLC  ·  19 quarters on record

AI Ownership Summary

BFSG, LLC reported VANGUARD SCOTTSDALE FDS (VTC) in 19 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.37% in 2026 Q1. The latest visible filing shows VTC at 0.37% 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 VTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BFSG, 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
2026 Q1

VTC was reported at 0.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2026 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 2026 Q1

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.

VTC stock page BFSG, LLC fund profile BFSG, LLC full holdings
How BFSG, LLC held VTC — position size vs. price
% of Fund (quarterly)    VTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 50,943 +18,617 +57.6% 0.37% $3.9M 2026-04-29 $76.39
2025 Q4 ADDED — — — 32,326 +640 +2.0% 0.24% $2.5M 2026-01-22 $76.73
2025 Q3 ADDED — — — 31,686 +389 +1.2% 0.24% $2.5M 2025-10-29 $76.59
2025 Q2 ADDED — — — 31,297 +375 +1.2% 0.27% $2.4M 2025-07-15 $73.16
2025 Q1 ADDED — — — 30,922 +3,395 +12.3% 0.29% $2.4M 2025-04-18 $71.70
2024 Q4 ADDED — — — 27,527 +562 +2.1% 0.24% $2.1M 2025-01-31 $71.35
2024 Q3 ADDED — — — 26,965 +295 +1.1% 0.25% $2.1M 2024-10-16 $72.79
2024 Q2 ADDED — — — 26,670 +463 +1.8% 0.26% $2.0M 2024-07-29 $70.36
2024 Q1 ADDED — — — 26,207 +2,983 +12.8% 0.27% $2.0M 2024-04-23 $67.72
2023 Q4 ADDED — — — 23,224 +416 +1.8% 0.26% $1.8M 2024-02-02 $69.26
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTC

As of 2026 Q1 — sorted by position size

Wedmont Private Capital 3Y 3.37% Capital Asset Advisory Services LLC 3Y 7Y 2.13% Drucker Wealth 3.0, LLC 1.05% TITLEIST ASSET MANAGEMENT, LLC 0.43% Nicholas Wealth, LLC. 0.41% CoreCap Advisors, LLC 3Y 0.41% Axis Wealth Partners, LLC 0.35% Oregon Pacific Wealth Management, LLC 0.24% DiPaolo Financial Group, Inc. 0.22% Pinnacle Bancorp, Inc. 3Y 7Y 0.17%

FAQ About BFSG, LLC and VTC

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

How long has BFSG, LLC reported owning VTC?

BFSG, LLC reported VTC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTC position in BFSG, LLC's portfolio?

The largest reported portfolio weight for VTC was 0.37% in 2026 Q1.

What is the latest reported VTC position on this page?

The most recent filing on this page is 2026 Q1, when BFSG, LLC reported 50,943 shares, equal to 0.37% of portfolio, with an estimated market value of $3.9M.

What does the chart on this VTC ownership page compare?

The chart compares BFSG, LLC's quarterly VTC 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.

How well did BFSG, LLC time their VTC position?

Based on 13F filing dates vs. subsequent VTC price moves, BFSG, LLC correctly timed 8 out of 18 reported position changes (44%).

← Back to BFSG, LLC Holdings