VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in GENESIS PRIVATE WEALTH, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which GENESIS PRIVATE WEALTH, LLC 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
0.12% (2024 Q4)
Avg. % of fund
0.11%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,500 +58 +1.7% 0.09% $206K $57.75
2025 Q2 REDUCED 3,442 -441 -11.4% 0.10% $202K $57.10
2025 Q1 UNCHANGED 3,883 — 0% 0.12% $228K $56.42
2024 Q4 INITIATED 3,883 — — 0.12% $226K $55.56
% 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%
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