VMBS β€” VANGUARD SCOTTSDALE FDS

Ownership history in Hamilton Capital, LLC  Β·  13 quarters on record

AI Ownership Summary

Hamilton Capital, LLC reported VANGUARD SCOTTSDALE FDS (VMBS) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q2. Peak portfolio weight reached 4.77% in 2023 Q4. The latest visible filing shows VMBS at 1.19% 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 VMBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hamilton Capital, LLC'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 Q2

VMBS was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.77% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q2

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.

How Hamilton Capital, LLC held VMBS β€” position size vs. price
% of Fund (quarterly)    VMBS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 466,361 +201,487 +76.1% 1.19% $21.6M 2025-08-14 (Est.) $45.21
2025 Q1 REDUCED 264,874 -44,286 -14.3% 0.74% $12.3M 2025-05-16 $44.08
2024 Q4 REDUCED 309,160 -5,233 -1.7% 1.07% $14.0M 2025-02-14 $43.67
2024 Q3 ADDED 314,393 +18,121 +6.1% 1.07% $14.4M 2024-11-15 $43.06
2024 Q2 REDUCED 296,272 -19,430 -6.2% 1.02% $13.5M 2024-08-14 $43.82
2024 Q1 REDUCED 315,702 -966,788 -75.4% 1.08% $14.4M 2024-05-15 $42.12
2023 Q4 ADDED 1,282,490 +66,821 +5.5% 4.77% $59.5M 2024-02-14 $41.54
2023 Q3 ADDED 1,215,669 +1,110,708 +1058.2% 4.08% $53.2M 2023-11-15 $39.93
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Hamilton Capital, LLC and VMBS

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

How long has Hamilton Capital, LLC reported owning VMBS?

Hamilton Capital, LLC reported VMBS across 8 quarterly 13F filings, from 2023 Q3 through 2025 Q2.

What was the largest reported VMBS position in Hamilton Capital, LLC's portfolio?

The largest reported portfolio weight for VMBS was 4.77% in 2023 Q4.

What is the latest reported VMBS position on this page?

The most recent filing on this page is 2025 Q2, when Hamilton Capital, LLC reported 466,361 shares, equal to 1.19% of portfolio, with an estimated market value of $21.6M.

What does the chart on this VMBS ownership page compare?

The chart compares Hamilton Capital, LLC's quarterly VMBS 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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