VGIT — VANGUARD SCOTTSDALE FDS

Ownership history in First Affirmative Financial Network  ·  16 quarters on record

This page tracks every 13F SEC filing in which First Affirmative Financial Network 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
13.41% (2022 Q2)
Avg. % of fund
9.15%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 166,466 +3,266 +2.0% 5.12% $10.0M $58.92
2025 Q1 ADDED 163,200 +3,237 +2.0% 5.94% $9.7M $57.19
2024 Q4 ADDED 159,963 +2,886 +1.8% 5.35% $9.3M $55.49
2024 Q3 ADDED 157,077 +1,254 +0.8% 5.20% $9.5M $57.09
12 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%
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