VCSH — VANGUARD SCOTTSDALE FDS

Ownership history in Executive Wealth Management, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which Executive Wealth Management, LLC reported a position in VANGUARD SCOTTSDALE FDS (VCSH). 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
9.52% (2020 Q1)
Avg. % of fund
2.84%
First filed
2018 Q4
Last filed
2024 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 266,966 +6,855 +2.6% 1.63% $20.8M $74.15
2024 Q3 ADDED 260,111 +5,076 +2.0% 2.63% $20.7M $74.45
2024 Q2 ADDED 255,035 +10,277 +4.2% 3.61% $19.7M $71.72
2024 Q1 ADDED 244,758 +20,390 +9.1% 1.65% $18.8M $71.04
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% of Fund (quarterly)    VCSH price (monthly, adj. close)

Other funds also holding VCSH

As of 2025 Q4 — sorted by position size

BCK Partners, Inc. 3Y 23.87% John A. Wolfe & Associates, Inc. 23.38% Eaton-Cambridge Inc. 16.18% FIDELIS iM, LLC 3Y 14.91% McCarthy Asset Management, Inc. 3Y 13.96% Adaptive Financial Consulting, LLC 3Y 12.09% Marks Wealth, LLC 3Y 10.97% Liquid Strategies, LLC 3Y 10.96% Quaker Wealth Management, LLC 3Y 10.44% AllSquare Wealth Management LLC 3Y 7Y 10.44%
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