VCIT — VANGUARD SCOTTSDALE FDS

Ownership history in ELEVATION POINT WEALTH PARTNERS, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which ELEVATION POINT WEALTH PARTNERS, 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
1.31% (2025 Q4)
Avg. % of fund
1.24%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 323,930 +124,885 +62.7% 1.31% $27.1M $83.12
2025 Q3 INITIATED 199,045 — — 1.17% $16.7M $82.18
% of Fund (quarterly)    VCIT price (monthly, adj. close)

Other funds also holding VCIT

As of 2025 Q4 — sorted by position size

AOZORA BANK, LTD. 3Y 7Y 79.7% Davidson Capital Management Inc. 3Y 16.42% FINANCIAL ADVISORY PARTNERS, LLC 15.11% Bishop & Co Investment Management, LLC 3Y 7Y 13.42% Dodds Wealth, LLC 13.38% Evergreen Advisors, LLC 3Y 7Y 11.92% Capital Advantage, Inc. 3Y 7Y 11.34% Newton One Investments LLC 3Y 11.16% NEPC LLC 10.87% CYPRESS FINANCIAL PLANNING LLC 3Y 10.24%
← Back to ELEVATION POINT WEALTH PARTNERS, LLC Holdings