VGIT — VANGUARD SCOTTSDALE FDS

Ownership history in Focus Partners Wealth  ·  8 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Wealth 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
1.35% (2024 Q3)
Avg. % of fund
0.83%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,566,508 +3,095,022 +32.7% 0.86% $753.1M $59.57
2025 Q3 ADDED 9,471,486 +1,011,898 +12.0% 0.92% $569.3M $58.92
2025 Q2 ADDED 8,459,588 +381,570 +4.7% 1.10% $506.0M $58.14
2025 Q1 ADDED 8,078,018 +235,951 +3.0% 1.20% $479.8M $57.19
4 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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