Employees' Retirement Fund of the City of Fort Worth VCSH — Vanguard

Ownership history in Employees' Retirement Fund of the City of Fort Worth  ·  13 quarters on record

AI Ownership Summary

Employees' Retirement Fund of the City of Fort Worth reported Vanguard (VCSH) in 13 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 14.58% in 2024 Q3. The latest visible filing shows VCSH at 7.79% 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 VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Employees' Retirement Fund of the City of Fort Worth's position in Vanguard, 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 Q2

VCSH was reported at 7.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.58% 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 Q2 to 2026 Q2

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.

VCSH stock page Employees' Retirement Fund of the City of Fort Worth fund profile Employees' Retirement Fund of the City of Fort Worth full holdings
How Employees' Retirement Fund of the City of Fort Worth held VCSH — position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 276,264 +50,000 +22.1% 7.79% $21.8M 2026-08-07 $78.01
2026 Q1 UNCHANGED — — — 226,264 — 0% 7.78% $17.9M 2026-05-11 $77.60
2025 Q4 REDUCED 14.8% +0.1% ❌ 226,264 -39,200 -14.8% 8.07% $18.0M 2026-02-11 $77.54
2025 Q3 ADDED — — — 265,464 +63,200 +31.2% 10.96% $21.2M 2025-11-12 $76.56
2025 Q2 UNCHANGED — — — 202,264 — 0% 7.29% $16.0M 2025-08-12 $75.51
2025 Q1 UNCHANGED — — — 202,264 — 0% 7.86% $16.0M 2025-05-08 $73.78
2024 Q4 REDUCED 49.7% +1.9% ❌ 202,264 -200,000 -49.7% 7.36% $15.8M 2025-02-13 $72.67
2024 Q3 UNCHANGED — — — 402,264 — 0% 14.58% $31.9M 2024-11-05 $71.93
2024 Q2 ADDED — — — 402,264 +156,700 +63.8% 13.49% $31.1M 2024-08-08 $71.17
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VCSH

As of 2026 Q3 — sorted by position size

JBGlobal.com LLC 19.69% Quantum Financial Planning Services, Inc. 19.07% E&R Wealth Management, LLC 15.85% McCarthy Asset Management, Inc. 3Y 12.68% Beacon Financial Strategies CORP 12.45% Twin Cities Retirement Group LLC 12.38% Quaker Wealth Management, LLC 3Y 10.04% FIDELIS iM, LLC 3Y 9.34% CYPRESS FINANCIAL PLANNING LLC 3Y 9.26% Platt Investment Counsel, LLC 3Y 9.25%

FAQ About Employees' Retirement Fund of the City of Fort Worth and VCSH

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

How long has Employees' Retirement Fund of the City of Fort Worth reported owning VCSH?

Employees' Retirement Fund of the City of Fort Worth reported VCSH across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported VCSH position in Employees' Retirement Fund of the City of Fort Worth's portfolio?

The largest reported portfolio weight for VCSH was 14.58% in 2024 Q3.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2026 Q2, when Employees' Retirement Fund of the City of Fort Worth reported 276,264 shares, equal to 7.79% of portfolio, with an estimated market value of $21.8M.

What does the chart on this VCSH ownership page compare?

The chart compares Employees' Retirement Fund of the City of Fort Worth's quarterly VCSH 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 Employees' Retirement Fund of the City of Fort Worth time their VCSH position?

Based on 13F filing dates vs. subsequent VCSH price moves, Employees' Retirement Fund of the City of Fort Worth correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on VCSH relative to SPY over the holding period was -13.4%.

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