Clear Creek Financial Management, LLC VGSH VANGUARD SCOTTSDALE FDS

Ownership history in Clear Creek Financial Management, LLC  ·  11 quarters on record

AI Ownership Summary

Clear Creek Financial Management, LLC reported VANGUARD SCOTTSDALE FDS (VGSH) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.07% in 2025 Q1. The latest visible filing shows VGSH at 0.03% 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 VGSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clear Creek Financial Management, 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
2025 Q3

VGSH was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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
2023 Q4 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 Clear Creek Financial Management, LLC held VGSH — position size vs. price
% of Fund (quarterly)    VGSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 7.6% +1.1% 5,879 -483 -7.6% 0.03% $346K 2025-11-10 $57.46
2025 Q2 REDUCED 40.6% +1.1% 6,362 -4,355 -40.6% 0.04% $374K 2025-07-23 $56.55
2025 Q1 ADDED 10,717 +4,307 +67.2% 0.07% $629K 2025-04-28 $56.26
2024 Q4 REDUCED 6,410 -108 -1.7% 0.04% $373K 2025-01-24 $55.16
2024 Q3 REDUCED 6,518 -33 -0.5% 0.04% $385K 2024-10-29 $54.77
2024 Q2 REDUCED 11.4% +2.9% 6,551 -839 -11.4% 0.05% $380K 2024-07-25 $53.93
2024 Q1 ADDED 7,390 +449 +6.5% 0.05% $429K 2024-04-26 $52.87
2023 Q4 ADDED 6,941 +3,126 +81.9% 0.06% $405K 2024-01-24 $52.90
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Clear Creek Financial Management, LLC and VGSH

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

How long has Clear Creek Financial Management, LLC reported owning VGSH?

Clear Creek Financial Management, LLC reported VGSH across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VGSH position in Clear Creek Financial Management, LLC's portfolio?

The largest reported portfolio weight for VGSH was 0.07% in 2025 Q1.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2025 Q3, when Clear Creek Financial Management, LLC reported 5,879 shares, equal to 0.03% of portfolio, with an estimated market value of $346K.

What does the chart on this VGSH ownership page compare?

The chart compares Clear Creek Financial Management, LLC's quarterly VGSH 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 Clear Creek Financial Management, LLC time their VGSH position?

Based on 13F filing dates vs. subsequent VGSH price moves, Clear Creek Financial Management, LLC correctly timed 2 out of 10 reported position changes (20%). The annualised alpha on VGSH relative to SPY over the holding period was -14.5%.

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