VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in Falcon Wealth Planning  ·  21 quarters on record

This page tracks every 13F SEC filing in which Falcon Wealth Planning reported a position in VANGUARD SCOTTSDALE FDS (VGSH). 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
4.87% (2024 Q2)
Avg. % of fund
2.94%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 871,553 +55,772 +6.8% 4.31% $51.2M $58.38
2025 Q3 ADDED 815,781 +64,267 +8.6% 4.32% $48.0M $57.75
2025 Q2 ADDED 751,514 +29,769 +4.1% 4.46% $44.2M $57.10
2025 Q1 ADDED 721,745 +11,710 +1.6% 4.71% $42.4M $56.42
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGSH price (monthly, adj. close)

Other funds also holding VGSH

As of 2025 Q4 — sorted by position size

INSIGHT 2811, INC. 3Y 7Y 21.34% Strata Wealth Advisors, LLC 14.79% Cornerstone Wealth Advisors, Inc. 3Y 12.97% MAYPORT, LLC 3Y 12.93% Vernal Point Advisors, LLC 11.82% Cordant, Inc. 3Y 11.54% Five Oceans Advisors 3Y 11.47% Wright Wealth LLC 11.34% Chemistry Wealth Management LLC 3Y 11.34% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 10.62%
← Back to Falcon Wealth Planning Holdings