VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in GOULD ASSET MANAGEMENT LLC /CA/  ·  30 quarters on record

AI Ownership Summary

GOULD ASSET MANAGEMENT LLC /CA/ reported VANGUARD SCOTTSDALE FDS (VGSH) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.38% in 2025 Q2. The latest visible filing shows VGSH at 6.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GOULD ASSET MANAGEMENT LLC /CA/'s position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VGSH was reported at 6.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.38% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VGSH stock page GOULD ASSET MANAGEMENT LLC /CA/ fund profile GOULD ASSET MANAGEMENT LLC /CA/ full holdings
How GOULD ASSET MANAGEMENT LLC /CA/ held VGSH — position size vs. price
% of Fund (quarterly)    VGSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 593,060 +21,502 +3.8% 6.17% $34.8M 2026-02-14 (Est.) $58.53
2025 Q3 ADDED 571,558 +17,715 +3.2% 6.25% $33.6M 2025-10-28 $57.84
2025 Q2 ADDED 553,843 +40,552 +7.9% 6.38% $32.6M 2025-08-05 $57.15
2025 Q1 ADDED 513,291 +96,517 +23.2% 6.21% $30.1M 2025-05-01 $56.61
2024 Q4 ADDED 416,774 +39,025 +10.3% 5.11% $24.2M 2025-02-07 $55.58
2024 Q3 ADDED 377,749 +22,287 +6.3% 4.78% $22.3M 2024-11-12 $54.96
2024 Q2 ADDED 355,462 +12,669 +3.7% 4.75% $20.6M 2024-08-05 $54.87
2024 Q1 REDUCED 342,793 -13,722 -3.8% 4.82% $19.9M 2024-05-03 $53.43
2023 Q4 REDUCED 356,515 -11,012 -3.0% 5.37% $20.8M 2024-02-02 $53.31
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VGSH

As of 2026 Q1 — sorted by position size

Arlington Partners LLC 3Y 7Y 26.36% Arlington Trust Co LLC 15.95% Cornerstone Wealth Advisors, Inc. 3Y 14.18% Cordant, Inc. 3Y 11.48% Five Oceans Advisors 3Y 11.19% ORSER CAPITAL MANAGEMENT, LLC 3Y 11.02% Calder Financial LLC 11.01% Chemistry Wealth Management LLC 3Y 10.92% PRESILIUM PRIVATE WEALTH, LLC 3Y 10.42% AMI INVESTMENT MANAGEMENT INC 3Y 7Y 8.42%

FAQ About GOULD ASSET MANAGEMENT LLC /CA/ and VGSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has GOULD ASSET MANAGEMENT LLC /CA/ reported owning VGSH?

GOULD ASSET MANAGEMENT LLC /CA/ reported VGSH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VGSH position in GOULD ASSET MANAGEMENT LLC /CA/'s portfolio?

The largest reported portfolio weight for VGSH was 6.38% in 2025 Q2.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2025 Q4, when GOULD ASSET MANAGEMENT LLC /CA/ reported 593,060 shares, equal to 6.17% of portfolio, with an estimated market value of $34.8M.

What does the chart on this VGSH ownership page compare?

The chart compares GOULD ASSET MANAGEMENT LLC /CA/'s quarterly VGSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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