VCSH — VANGUARD SCOTTSDALE FDS

Ownership history in Gray Wealth Management Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Gray Wealth Management Inc. reported a position in VANGUARD SCOTTSDALE FDS (VCSH). 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
2.88% (2022 Q4)
Avg. % of fund
2.14%
First filed
2022 Q4
Last filed
2024 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 71,521 +10,644 +17.5% 2.12% $5.6M $74.15
2024 Q3 ADDED 60,877 +3,990 +7.0% 1.91% $4.8M $74.45
2024 Q2 ADDED 56,887 +6,216 +12.3% 1.90% $4.4M $71.72
2024 Q1 ADDED 50,671 +609 +1.2% 1.75% $3.9M $71.04
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VCSH price (monthly, adj. close)

Other funds also holding VCSH

As of 2025 Q4 — sorted by position size

BCK Partners, Inc. 3Y 23.87% John A. Wolfe & Associates, Inc. 23.38% Eaton-Cambridge Inc. 16.18% FIDELIS iM, LLC 3Y 14.91% McCarthy Asset Management, Inc. 3Y 13.96% Adaptive Financial Consulting, LLC 3Y 12.09% Marks Wealth, LLC 3Y 10.97% Liquid Strategies, LLC 3Y 10.96% Quaker Wealth Management, LLC 3Y 10.44% AllSquare Wealth Management LLC 3Y 7Y 10.44%
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