VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in COLDSTREAM CAPITAL MANAGEMENT INC  ·  9 quarters on record

This page tracks every 13F SEC filing in which COLDSTREAM CAPITAL MANAGEMENT INC reported a position in VANGUARD SCOTTSDALE FDS (VGSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.44% (2025 Q1)
Avg. % of fund
0.64%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,400,031 +304,847 +27.8% 1.06% $82.2M $58.38
2025 Q3 REDUCED 1,095,184 -110,579 -9.2% 0.87% $64.5M $57.75
2025 Q2 ADDED 1,205,763 +50,135 +4.3% 1.16% $70.9M $57.10
2025 Q1 ADDED 1,155,628 +581,308 +101.2% 1.44% $67.8M $56.42
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGSH price (monthly, adj. close)

Other funds also holding VGSH

As of 2025 Q4 — sorted by position size

INSIGHT 2811, INC. 3Y 7Y 21.34% Strata Wealth Advisors, LLC 14.79% Cornerstone Wealth Advisors, Inc. 3Y 12.97% MAYPORT, LLC 3Y 12.93% Vernal Point Advisors, LLC 11.82% Cordant, Inc. 3Y 11.54% Five Oceans Advisors 3Y 11.47% Wright Wealth LLC 11.34% Chemistry Wealth Management LLC 3Y 11.34% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 10.62%
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