BOSTON FINANCIAL MANGEMENT LLC VGIT VANGUARD SCOTTSDALE FDS

Ownership history in BOSTON FINANCIAL MANGEMENT LLC  ·  9 quarters on record

AI Ownership Summary

BOSTON FINANCIAL MANGEMENT LLC reported VANGUARD SCOTTSDALE FDS (VGIT) in 9 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 0.7% in 2024 Q3. The latest visible filing shows VGIT at 0.69% 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 VGIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOSTON FINANCIAL MANGEMENT 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
2024 Q4

VGIT was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.7% in 2024 Q3

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 2024 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 BOSTON FINANCIAL MANGEMENT LLC held VGIT — position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 ADDED 395,290 +5,863 +1.5% 0.69% $22.9M 2025-02-14 (Est.) $55.59
2024 Q3 ADDED 389,427 +48,417 +14.2% 0.70% $23.5M 2024-10-25 $55.55
2024 Q2 ADDED 341,010 +212,506 +165.4% 0.63% $19.9M 2024-07-30 $55.13
2024 Q1 ADDED 128,504 +11,760 +10.1% 0.24% $7.5M 2024-05-10 $53.47
2023 Q4 ADDED 116,744 +3,155 +2.8% 0.23% $6.9M 2024-02-13 $53.41
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BOSTON FINANCIAL MANGEMENT LLC and VGIT

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

How long has BOSTON FINANCIAL MANGEMENT LLC reported owning VGIT?

BOSTON FINANCIAL MANGEMENT LLC reported VGIT across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported VGIT position in BOSTON FINANCIAL MANGEMENT LLC's portfolio?

The largest reported portfolio weight for VGIT was 0.70% in 2024 Q3.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2024 Q4, when BOSTON FINANCIAL MANGEMENT LLC reported 395,290 shares, equal to 0.69% of portfolio, with an estimated market value of $22.9M.

What does the chart on this VGIT ownership page compare?

The chart compares BOSTON FINANCIAL MANGEMENT LLC'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.

How well did BOSTON FINANCIAL MANGEMENT LLC time their VGIT position?

Based on 13F filing dates vs. subsequent VGIT price moves, BOSTON FINANCIAL MANGEMENT LLC correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on VGIT relative to SPY over the holding period was -17.4%.

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