VCSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in Blossom Wealth Management  Β·  3 quarters on record

AI Ownership Summary

Blossom Wealth Management reported VANGUARD SCOTTSDALE FDS (VCSH) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.41% in 2025 Q1. The latest visible filing shows VCSH at 0.33% 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 VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blossom Wealth Management'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 Q3

VCSH was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% 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 2025 Q3

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 Blossom Wealth Management held VCSH β€” position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,531 +5 +0.2% 0.33% $202K 2025-10-22 $78.36
2025 Q2 REDUCED 2,526 -40 -1.6% 0.36% $201K 2025-07-17 $76.55
2025 Q1 INITIATED 2,566 β€” β€” 0.41% $203K 2025-04-23 $75.10

🏒 Other funds also holding VCSH

As of 2026 Q1 β€” sorted by position size

Aspen Wealth Management LLC 3Y 0.04% BEACON FINANCIAL GROUP 3Y 7Y 0.02% Bangor Savings Bank 3Y 7Y 0.01%

FAQ About Blossom Wealth Management and VCSH

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

How long has Blossom Wealth Management reported owning VCSH?

Blossom Wealth Management reported VCSH across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported VCSH position in Blossom Wealth Management's portfolio?

The largest reported portfolio weight for VCSH was 0.41% in 2025 Q1.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2025 Q3, when Blossom Wealth Management reported 2,531 shares, equal to 0.33% of portfolio, with an estimated market value of $202K.

What does the chart on this VCSH ownership page compare?

The chart compares Blossom Wealth Management's quarterly VCSH 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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