VCSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in CLUNE & ASSOCIATES, LTD.  Β·  5 quarters on record

AI Ownership Summary

CLUNE & ASSOCIATES, LTD. reported VANGUARD SCOTTSDALE FDS (VCSH) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.1% in 2025 Q1. The latest visible filing shows VCSH at 2.68% 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 CLUNE & ASSOCIATES, LTD.'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

VCSH was reported at 2.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.1% 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
2024 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 CLUNE & ASSOCIATES, LTD. held VCSH β€” position size vs. price
% of Fund (quarterly)    VCSH 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)
2025 Q4 ADDED 155,797 +16,649 +12.0% 2.68% $12.4M 2026-02-14 (Est.) $79.83
2025 Q3 ADDED 139,148 +4,734 +3.5% 2.78% $11.1M 2025-10-17 $78.56
2025 Q2 ADDED 134,414 +6,420 +5.0% 2.93% $10.7M 2025-07-30 $77.02
2025 Q1 ADDED 127,994 +9,937 +8.4% 3.10% $10.1M 2025-04-28 $75.96
2024 Q4 INITIATED 118,057 β€” β€” 3.06% $9.2M 2025-02-11 $74.58

FAQ About CLUNE & ASSOCIATES, LTD. and VCSH

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

How long has CLUNE & ASSOCIATES, LTD. reported owning VCSH?

CLUNE & ASSOCIATES, LTD. reported VCSH across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VCSH position in CLUNE & ASSOCIATES, LTD.'s portfolio?

The largest reported portfolio weight for VCSH was 3.10% in 2025 Q1.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2025 Q4, when CLUNE & ASSOCIATES, LTD. reported 155,797 shares, equal to 2.68% of portfolio, with an estimated market value of $12.4M.

What does the chart on this VCSH ownership page compare?

The chart compares CLUNE & ASSOCIATES, LTD.'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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