VGIT — 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 (VGIT). 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
7.27% (2020 Q1)
Avg. % of fund
2.95%
First filed
2019 Q1
Last filed
2024 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 602,966 +15,685 +2.7% 2.74% $35.0M $55.49
2024 Q3 ADDED 587,281 +14,468 +2.5% 4.52% $35.5M $57.09
2024 Q2 ADDED 572,813 +31,846 +5.9% 6.12% $33.4M $54.51
2024 Q1 ADDED 540,967 +52,218 +10.7% 2.75% $31.4M $54.31
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGIT price (monthly, adj. close)

Other funds also holding VGIT

As of 2025 Q4 — sorted by position size

Heritage Financial Services, LLC 3Y 26.03% LIBRA WEALTH LLC 3Y 17.68% Nova R Wealth, Inc. 3Y 13.36% SCS Capital Management LLC 3Y 7Y 10.62% NEPC LLC 10.39% Kondo Wealth Advisors, Inc. 10.04% Alaethes Wealth, LLC 3Y 9.96% Cliffwater LLC 3Y 7Y 9.71% CYPRESS FINANCIAL PLANNING LLC 3Y 9.58% PROFFITT & GOODSON INC 3Y 7Y 9.11%
← Back to Executive Wealth Management, LLC Holdings