Cordatus Wealth Management LLC VGSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in Cordatus Wealth Management LLC  Β·  16 quarters on record

AI Ownership Summary

Cordatus Wealth Management LLC reported VANGUARD SCOTTSDALE FDS (VGSH) in 16 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 1.02% in 2026 Q1. The latest visible filing shows VGSH at 1.02% 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 Cordatus Wealth 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
2026 Q1

VGSH was reported at 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

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 Cordatus Wealth Management LLC held VGSH β€” position size vs. price
% of Fund (quarterly)    VGSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 73,041 +69,121 +1763.3% 1.02% $4.3M 2026-04-29 $58.24
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Cordatus Wealth 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 Cordatus Wealth Management LLC reported owning VGSH?

Cordatus Wealth Management LLC reported VGSH across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported VGSH position in Cordatus Wealth Management LLC's portfolio?

The largest reported portfolio weight for VGSH was 1.02% in 2026 Q1.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2026 Q1, when Cordatus Wealth Management LLC reported 73,041 shares, equal to 1.02% of portfolio, with an estimated market value of $4.3M.

What does the chart on this VGSH ownership page compare?

The chart compares Cordatus Wealth 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 Cordatus Wealth Management LLC time their VGSH position?

Based on 13F filing dates vs. subsequent VGSH price moves, Cordatus Wealth Management LLC correctly timed 6 out of 11 reported position changes (55%).

← Back to Cordatus Wealth Management LLC Holdings