VGIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in BIRCHBROOK, INC.  Β·  5 quarters on record

AI Ownership Summary

BIRCHBROOK, INC. reported VANGUARD SCOTTSDALE FDS (VGIT) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 20.76% in 2025 Q1. The latest visible filing shows VGIT at 17.13% 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 VGIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BIRCHBROOK, INC.'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

VGIT was reported at 17.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
20.76% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 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.

How BIRCHBROOK, INC. held VGIT β€” position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 586,492 -14,782 -2.5% 17.13% $34.9M 2026-04-08 $59.49
2025 Q4 ADDED 601,274 +13,954 +2.4% 17.97% $36.0M 2026-02-04 $59.28
2025 Q3 REDUCED 587,320 -2,655 -0.5% 18.23% $35.3M 2025-11-03 $59.04
2025 Q2 REDUCED 589,975 -32,017 -5.1% 18.91% $35.3M 2025-08-11 $58.12
2025 Q1 INITIATED 621,992 β€” β€” 20.76% $36.9M 2025-06-10 $57.02

FAQ About BIRCHBROOK, INC. and VGIT

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

How long has BIRCHBROOK, INC. reported owning VGIT?

BIRCHBROOK, INC. reported VGIT across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported VGIT position in BIRCHBROOK, INC.'s portfolio?

The largest reported portfolio weight for VGIT was 20.76% in 2025 Q1.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2026 Q1, when BIRCHBROOK, INC. reported 586,492 shares, equal to 17.13% of portfolio, with an estimated market value of $34.9M.

What does the chart on this VGIT ownership page compare?

The chart compares BIRCHBROOK, INC.'s quarterly VGIT 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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