VGIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in Hassell Wealth Management, LLC  Β·  13 quarters on record

AI Ownership Summary

Hassell Wealth Management, LLC reported VANGUARD SCOTTSDALE FDS (VGIT) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 6.91% in 2023 Q4. The latest visible filing shows VGIT at 5.87% 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 VGIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hassell Wealth Management, 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 Q4

VGIT was reported at 5.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.91% 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 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.

How Hassell Wealth Management, LLC held VGIT β€” position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 293,345 +9,094 +3.2% 5.87% $17.5M 2026-02-14 (Est.) $60.22
2025 Q3 ADDED 284,251 +12,729 +4.7% 5.92% $17.1M 2025-11-06 $59.33
2025 Q2 ADDED 271,522 +18,094 +7.1% 5.89% $16.1M 2025-07-25 $57.87
2025 Q1 ADDED 253,428 +15,638 +6.6% 6.39% $15.0M 2025-04-16 $57.34
2024 Q4 ADDED 237,790 +18,298 +8.3% 5.59% $13.9M 2025-01-31 $55.81
2024 Q3 ADDED 219,492 +11,954 +5.8% 5.41% $12.9M 2024-11-05 $55.71
2024 Q2 ADDED 207,538 +24,013 +13.1% 5.49% $12.3M 2024-08-09 $56.21
2024 Q1 ADDED 183,525 +9,396 +5.4% 6.68% $10.5M 2024-05-01 $53.36
2023 Q4 REDUCED 174,129 -1,698 -1.0% 6.91% $10.3M 2024-02-15 $54.05
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Hassell Wealth Management, LLC and VGIT

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

How long has Hassell Wealth Management, LLC reported owning VGIT?

Hassell Wealth Management, LLC reported VGIT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VGIT position in Hassell Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VGIT was 6.91% in 2023 Q4.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2025 Q4, when Hassell Wealth Management, LLC reported 293,345 shares, equal to 5.87% of portfolio, with an estimated market value of $17.5M.

What does the chart on this VGIT ownership page compare?

The chart compares Hassell Wealth Management, LLC's quarterly VGIT 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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