Consolidated Portfolio Review Corp VTC — VANGUARD SCOTTSDALE FDS

Ownership history in Consolidated Portfolio Review Corp  ·  4 quarters on record

AI Ownership Summary

Consolidated Portfolio Review Corp reported VANGUARD SCOTTSDALE FDS (VTC) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.07% in 2025 Q3. The latest visible filing shows VTC at 0.07% 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 VTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Consolidated Portfolio Review Corp'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

VTC was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% 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
2024 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.

VTC stock page Consolidated Portfolio Review Corp fund profile Consolidated Portfolio Review Corp full holdings
How Consolidated Portfolio Review Corp held VTC — position size vs. price
% of Fund (quarterly)    VTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED — — — 7,319 +1,553 +26.9% 0.07% $576K 2025-11-12 $75.93
2025 Q2 ADDED — — — 5,766 +983 +20.6% 0.06% $446K 2025-07-18 $73.19
2025 Q1 ADDED — — — 4,783 +969 +25.4% 0.06% $367K 2025-04-23 $71.21
2024 Q4 INITIATED — — — 3,814 — — 0.05% $289K 2025-01-27 $71.28

🏢 Other funds also holding VTC

As of 2026 Q1 — sorted by position size

Raine Group LLC 3Y 28.49% NEPC LLC 7.16% Warwick Investment Management, Inc. 3Y 3.83% Wedmont Private Capital 3Y 3.37% Capital Asset Advisory Services LLC 3Y 7Y 2.13% Valpey Financial Services, LLC 1.89% Mill Creek Capital Advisors, LLC 3Y 1.48% North Dakota State Investment Board 1.21% Transmarket Holdings LP 1.09% Drucker Wealth 3.0, LLC 1.05%

FAQ About Consolidated Portfolio Review Corp and VTC

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

How long has Consolidated Portfolio Review Corp reported owning VTC?

Consolidated Portfolio Review Corp reported VTC across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported VTC position in Consolidated Portfolio Review Corp's portfolio?

The largest reported portfolio weight for VTC was 0.07% in 2025 Q3.

What is the latest reported VTC position on this page?

The most recent filing on this page is 2025 Q3, when Consolidated Portfolio Review Corp reported 7,319 shares, equal to 0.07% of portfolio, with an estimated market value of $576K.

What does the chart on this VTC ownership page compare?

The chart compares Consolidated Portfolio Review Corp's quarterly VTC 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 Consolidated Portfolio Review Corp time their VTC position?

Based on 13F filing dates vs. subsequent VTC price moves, Consolidated Portfolio Review Corp correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on VTC relative to SPY over the holding period was -9.2%.

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