VCSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in IAMS WEALTH MANAGEMENT, LLC  Β·  4 quarters on record

AI Ownership Summary

IAMS WEALTH MANAGEMENT, LLC reported VANGUARD SCOTTSDALE FDS (VCSH) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.26% in 2025 Q3. The latest visible filing shows VCSH at 0.26% 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.

What this VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IAMS 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 Q3

VCSH was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 IAMS WEALTH MANAGEMENT, LLC held VCSH β€” position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 8,121 +3,350 +70.2% 0.26% $649K 2025-10-15 $78.52
2025 Q2 REDUCED 4,771 -416 -8.0% 0.17% $379K 2025-07-14 $76.77
2025 Q1 ADDED 5,187 +896 +20.9% 0.19% $409K 2025-04-10 $75.00
2024 Q4 INITIATED 4,291 β€” β€” 0.15% $335K 2025-01-23 $74.32

FAQ About IAMS WEALTH MANAGEMENT, 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 IAMS WEALTH MANAGEMENT, LLC reported owning VCSH?

IAMS WEALTH MANAGEMENT, LLC reported VCSH across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported VCSH position in IAMS WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for VCSH was 0.26% in 2025 Q3.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2025 Q3, when IAMS WEALTH MANAGEMENT, LLC reported 8,121 shares, equal to 0.26% of portfolio, with an estimated market value of $649K.

What does the chart on this VCSH ownership page compare?

The chart compares IAMS WEALTH MANAGEMENT, 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.

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