VGIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in CLARIS ADVISORS, LLC / MO /  Β·  9 quarters on record

AI Ownership Summary

CLARIS ADVISORS, LLC / MO / reported VANGUARD SCOTTSDALE FDS (VGIT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.53% in 2025 Q4. The latest visible filing shows VGIT at 1.53% 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 CLARIS ADVISORS, LLC / MO /'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

VGIT was reported at 1.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.53% in 2025 Q4

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 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 CLARIS ADVISORS, LLC / MO / held VGIT β€” position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 83,874 +27,377 +48.5% 1.53% $5.0M 2026-02-14 (Est.) $60.22
2025 Q3 ADDED 56,497 +866 +1.6% 1.17% $3.4M 2025-10-06 $58.94
2025 Q2 ADDED 55,631 +13,860 +33.2% 1.16% $3.3M 2025-07-17 $57.63
2025 Q1 ADDED 41,771 +3,428 +8.9% 0.92% $2.5M 2025-04-17 $57.27
2024 Q4 ADDED 38,343 +1,528 +4.2% 0.84% $2.2M 2025-02-07 $55.89
2024 Q3 ADDED 36,815 +13,963 +61.1% 0.96% $2.2M 2024-10-31 $55.72
2024 Q2 ADDED 22,852 +10,240 +81.2% 0.69% $1.3M 2024-08-02 $56.65
2024 Q1 ADDED 12,612 +5,447 +76.0% 0.37% $738K 2024-04-25 $53.17
2023 Q4 INITIATED 7,165 β€” β€” 0.24% $425K 2024-02-06 $54.44

FAQ About CLARIS ADVISORS, LLC / MO / and VGIT

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

How long has CLARIS ADVISORS, LLC / MO / reported owning VGIT?

CLARIS ADVISORS, LLC / MO / reported VGIT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VGIT position in CLARIS ADVISORS, LLC / MO /'s portfolio?

The largest reported portfolio weight for VGIT was 1.53% in 2025 Q4.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2025 Q4, when CLARIS ADVISORS, LLC / MO / reported 83,874 shares, equal to 1.53% of portfolio, with an estimated market value of $5.0M.

What does the chart on this VGIT ownership page compare?

The chart compares CLARIS ADVISORS, LLC / MO /'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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