VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in INSIGHT 2811, INC.  ·  28 quarters on record

This page tracks every 13F SEC filing in which INSIGHT 2811, INC. reported a position in VANGUARD SCOTTSDALE FDS (VGSH). 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
27.35% (2022 Q2)
Avg. % of fund
14.35%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 823,748 +13,030 +1.6% 21.34% $48.4M $58.38
2025 Q3 ADDED 810,718 +19,225 +2.4% 21.26% $47.7M $57.75
2025 Q2 ADDED 791,493 +47,925 +6.4% 22.03% $46.5M $57.10
2025 Q1 REDUCED 743,568 -6,871 -0.9% 22.12% $43.6M $56.42
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGSH price (monthly, adj. close)

Other funds also holding VGSH

As of 2025 Q4 — sorted by position size

Strata Wealth Advisors, LLC 14.79% Cornerstone Wealth Advisors, Inc. 3Y 12.97% MAYPORT, LLC 3Y 12.93% Vernal Point Advisors, LLC 11.82% Cordant, Inc. 3Y 11.54% Five Oceans Advisors 3Y 11.47% Wright Wealth LLC 11.34% Chemistry Wealth Management LLC 3Y 11.34% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 10.62% Orgel Wealth Management, LLC 3Y 7Y 10.47%
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