VGIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in CWC Advisors, LLC.  Β·  6 quarters on record

AI Ownership Summary

CWC Advisors, LLC. reported VANGUARD SCOTTSDALE FDS (VGIT) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 3.96% in 2024 Q3. The latest visible filing shows VGIT at 3.50% 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 VGIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CWC Advisors, 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
2025 Q4

VGIT was reported at 3.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.96% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2025 Q4

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 CWC Advisors, LLC. held VGIT β€” position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 121,128 +952 +0.8% 3.50% $7.3M 2026-02-14 (Est.) $60.22
2025 Q3 ADDED 120,176 +1,019 +0.9% 3.53% $7.2M 2025-10-10 $59.27
2025 Q2 ADDED 119,157 +3,701 +3.2% 3.68% $7.1M 2025-07-10 $57.82
2025 Q1 ADDED 115,456 +59,359 +105.8% 3.90% $6.9M 2025-04-24 $57.33
2024 Q4 REDUCED 56,097 -10,271 -15.5% 3.25% $3.3M 2025-03-18 $56.78
2024 Q3 INITIATED 66,368 β€” β€” 3.96% $4.0M 2024-10-23 $55.92

FAQ About CWC Advisors, LLC. and VGIT

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

How long has CWC Advisors, LLC. reported owning VGIT?

CWC Advisors, LLC. reported VGIT across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported VGIT position in CWC Advisors, LLC.'s portfolio?

The largest reported portfolio weight for VGIT was 3.96% in 2024 Q3.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2025 Q4, when CWC Advisors, LLC. reported 121,128 shares, equal to 3.50% of portfolio, with an estimated market value of $7.3M.

What does the chart on this VGIT ownership page compare?

The chart compares CWC Advisors, LLC.'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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