VGIT — VANGUARD SCOTTSDALE FDS

Ownership history in COBBLESTONE CAPITAL ADVISORS LLC /NY/  ·  15 quarters on record

AI Ownership Summary

COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported VANGUARD SCOTTSDALE FDS (VGIT) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.48% in 2025 Q3. The latest visible filing shows VGIT at 0.48% 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 COBBLESTONE CAPITAL ADVISORS LLC /NY/'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

VGIT was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2025 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 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.

VGIT stock page COBBLESTONE CAPITAL ADVISORS LLC /NY/ fund profile COBBLESTONE CAPITAL ADVISORS LLC /NY/ full holdings
How COBBLESTONE CAPITAL ADVISORS LLC /NY/ 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 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 164,857 +57,875 +54.1% 0.48% $9.9M 2025-11-14 (Est.) $59.07
2025 Q2 ADDED 106,982 +3,561 +3.4% 0.33% $6.4M 2025-08-01 $58.27
2025 Q1 ADDED 103,421 +43,752 +73.3% 0.34% $6.1M 2025-05-12 $56.77
2024 Q4 ADDED 59,669 +25,900 +76.7% 0.19% $3.5M 2025-02-05 $55.89
2024 Q3 ADDED 33,769 +15,320 +83.0% 0.11% $2.0M 2024-11-14 $55.16
2024 Q2 UNCHANGED 18,449 — 0% 0.07% $1.1M 2024-08-06 $56.13
2024 Q1 REDUCED 18,449 -15,180 -45.1% 0.07% $1.1M 2024-05-03 $53.64
2023 Q4 ADDED 33,629 +15,363 +84.1% 0.13% $2.0M 2024-02-09 $54.00
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VGIT

As of 2026 Q1 — sorted by position size

BIRCHBROOK, INC. 17.13% Emprise Bank 14.07% Nova R Wealth, Inc. 3Y 12.86% MASTER'S WEALTH MANAGEMENT INC. 12.4% MASECO LLP 12.12% Bangor Savings Bank 3Y 7Y 10.12% CYPRESS FINANCIAL PLANNING LLC 3Y 10.04% NORTHWEST WEALTH MANAGEMENT, LLC 3Y 7Y 9.3% Longview Financial Advisors LLC 8.91% Belleair Asset Management, LLC 8.78%

FAQ About COBBLESTONE CAPITAL ADVISORS LLC /NY/ and VGIT

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

How long has COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported owning VGIT?

COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported VGIT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VGIT position in COBBLESTONE CAPITAL ADVISORS LLC /NY/'s portfolio?

The largest reported portfolio weight for VGIT was 0.48% in 2025 Q3.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2025 Q3, when COBBLESTONE CAPITAL ADVISORS LLC /NY/ reported 164,857 shares, equal to 0.48% of portfolio, with an estimated market value of $9.9M.

What does the chart on this VGIT ownership page compare?

The chart compares COBBLESTONE CAPITAL ADVISORS LLC /NY/'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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