Horan Capital Advisors, LLC. VCSH — VANGUARD SCOTTSDALE FDS

Ownership history in Horan Capital Advisors, LLC.  ·  11 quarters on record

AI Ownership Summary

Horan Capital Advisors, LLC. reported VANGUARD SCOTTSDALE FDS (VCSH) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 1.75% in 2025 Q1. The latest visible filing shows VCSH at 1.75% 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 VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Horan Capital Advisors, 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 Q1

VCSH was reported at 1.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% in 2025 Q1

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 Q1

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.

VCSH stock page Horan Capital Advisors, LLC. fund profile Horan Capital Advisors, LLC. full holdings
How Horan Capital Advisors, LLC. held VCSH — position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED — — — 65,573 +44,625 +213.0% 1.75% $5.2M 2025-05-15 (Est.) $75.60
2024 Q4 UNCHANGED — — — 20,948 — 0% 0.55% $1.6M 2025-02-06 $74.38
2024 Q3 UNCHANGED — — — 20,948 — 0% 0.55% $1.7M 2024-11-08 $73.69
2024 Q2 UNCHANGED — — — 20,948 — 0% 0.57% $1.6M 2024-08-06 $72.84
2024 Q1 REDUCED 8.2% +0.8% ❌ 20,948 -1,880 -8.2% 0.58% $1.6M 2024-05-01 $70.45
2023 Q4 ADDED — — — 22,828 +4,526 +24.7% 0.65% $1.8M 2024-02-06 $70.51
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VCSH

As of 2026 Q1 — sorted by position size

Quantum Financial Planning Services, Inc. 24.35% JBGlobal.com LLC 24.03% William Mack & Associates, Inc. 18.0% Beacon Financial Strategies CORP 13.4% Twin Cities Retirement Group LLC 11.99% Longview Financial Advisors LLC 11.57% Quaker Wealth Management, LLC 3Y 10.5% CYPRESS FINANCIAL PLANNING LLC 3Y 9.71% AMI INVESTMENT MANAGEMENT INC 3Y 7Y 9.71% Forbes Financial Planning, Inc. 3Y 9.38%

FAQ About Horan Capital Advisors, LLC. and VCSH

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

How long has Horan Capital Advisors, LLC. reported owning VCSH?

Horan Capital Advisors, LLC. reported VCSH across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported VCSH position in Horan Capital Advisors, LLC.'s portfolio?

The largest reported portfolio weight for VCSH was 1.75% in 2025 Q1.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2025 Q1, when Horan Capital Advisors, LLC. reported 65,573 shares, equal to 1.75% of portfolio, with an estimated market value of $5.2M.

What does the chart on this VCSH ownership page compare?

The chart compares Horan Capital Advisors, LLC.'s quarterly VCSH 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.

How well did Horan Capital Advisors, LLC. time their VCSH position?

Based on 13F filing dates vs. subsequent VCSH price moves, Horan Capital Advisors, LLC. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on VCSH relative to SPY over the holding period was -38.9%.

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