VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in Five Oceans Advisors  ·  18 quarters on record

This page tracks every 13F SEC filing in which Five Oceans Advisors 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
17.12% (2022 Q3)
Avg. % of fund
11.6%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 552,655 +6,552 +1.2% 11.47% $32.5M $58.38
2025 Q3 ADDED 546,103 +91,002 +20.0% 11.82% $32.1M $57.75
2025 Q2 ADDED 455,101 +8,601 +1.9% 11.41% $26.8M $57.10
2025 Q1 ADDED 446,500 +19,800 +4.6% 12.55% $26.2M $56.42
14 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% Wright Wealth LLC 11.34% Chemistry Wealth Management LLC 3Y 11.34% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 10.62% Orgel Wealth Management, LLC 3Y 7Y 10.47%
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