VCIT VANGUARD SCOTTSDALE FDS

Ownership history in Divergent Planning, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which Divergent Planning, LLC reported a position in VANGUARD SCOTTSDALE FDS (VCIT). 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
9.73% (2022 Q4)
Avg. % of fund
5.88%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 115,213 +22,081 +23.7% 2.46% $9.6M $83.12
2025 Q3 ADDED 93,132 +2,045 +2.2% 2.27% $7.7M $82.18
2025 Q1 ADDED 91,087 +5,478 +6.4% 2.47% $7.4M $78.01
2024 Q4 ADDED 85,609 +2,932 +3.5% 2.32% $6.8M $76.02
2024 Q3 ADDED 82,677 +4,994 +6.4% 2.55% $6.8M $78.14
2024 Q2 REDUCED 77,683 -174,479 -69.2% 2.48% $6.2M $73.76
2024 Q1 ADDED 252,162 +13,194 +5.5% 8.49% $20.1M $73.47
2023 Q4 ADDED 238,968 +7,577 +3.3% 9.33% $19.3M $73.67
2023 Q3 ADDED 231,391 +6,424 +2.9% 9.43% $17.5M $67.91
2023 Q2 ADDED 224,967 +10,603 +4.9% 9.31% $17.8M $69.96
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% of Fund (quarterly)    VCIT price (monthly, adj. close)
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