VGLT — VANGUARD SCOTTSDALE FDS

Ownership history in Core Wealth Partners LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Core Wealth Partners LLC reported a position in VANGUARD SCOTTSDALE FDS (VGLT). 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
0.15% (2025 Q1)
Avg. % of fund
0.12%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,584 — 0% 0.09% $204K $55.63
2025 Q2 REDUCED 3,584 -969 -21.3% 0.10% $201K $54.29
2025 Q1 INITIATED 4,553 — — 0.15% $262K $55.12
% of Fund (quarterly)    VGLT price (monthly, adj. close)

Other funds also holding VGLT

As of 2025 Q4 — sorted by position size

Rainwater Charitable Foundation 3Y 7Y 29.19% Ironwood Wealth Management, LLC. 3Y 7Y 12.97% WLTH Capital Management, LLC 12.27% NEPC LLC 9.23% Barry Investment Advisors, LLC 3Y 7Y 8.91% Dunhill Financial, LLC 7.66% Cassaday & Co Wealth Management LLC 3Y 5.55% TIFF ADVISORY SERVICES, LLC 3Y 7Y 5.15% Aurelius Family Office LLC 5.09% FINANCIAL LIFE ADVISORS 3Y 7Y 4.8%
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