VGSH VANGUARD SCOTTSDALE FDS

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

AI Ownership Summary

INSIGHT 2811, INC. reported VANGUARD SCOTTSDALE FDS (VGSH) in 28 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 26.09% in 2023 Q3. The latest visible filing shows VGSH at 21.34% 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 VGSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INSIGHT 2811, INC.'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

VGSH was reported at 21.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.09% in 2023 Q3

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 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 INSIGHT 2811, INC. held VGSH — position size vs. price
% of Fund (quarterly)    VGSH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 823,748 +13,030 +1.6% 21.34% $48.4M 2026-02-14 (Est.) $58.72
2025 Q3 ADDED 810,718 +19,225 +2.4% 21.26% $47.7M 2025-11-06 $58.01
2025 Q2 ADDED 791,493 +47,925 +6.4% 22.03% $46.5M 2025-08-11 $57.31
2025 Q1 REDUCED 743,568 -6,871 -0.9% 22.12% $43.6M 2025-05-12 $56.54
2024 Q4 REDUCED 750,439 -10,694 -1.4% 22.48% $43.7M 2025-02-11 $55.77
2024 Q3 REDUCED 761,133 -38,574 -4.8% 22.36% $44.9M 2024-11-06 $55.17
2024 Q2 REDUCED 799,707 -11,272 -1.4% 24.08% $46.4M 2024-08-06 $54.95
2024 Q1 ADDED 810,979 +26,772 +3.4% 24.18% $47.1M 2024-05-06 $53.59
2023 Q4 REDUCED 784,207 -13,558 -1.7% 24.94% $45.7M 2024-02-12 $53.42
2023 Q3 ADDED 797,765 +146,514 +22.5% 26.09% $46.0M 2023-11-14 $52.60
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About INSIGHT 2811, INC. and VGSH

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

How long has INSIGHT 2811, INC. reported owning VGSH?

INSIGHT 2811, INC. reported VGSH across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VGSH position in INSIGHT 2811, INC.'s portfolio?

The largest reported portfolio weight for VGSH was 26.09% in 2023 Q3.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2025 Q4, when INSIGHT 2811, INC. reported 823,748 shares, equal to 21.34% of portfolio, with an estimated market value of $48.4M.

What does the chart on this VGSH ownership page compare?

The chart compares INSIGHT 2811, INC.'s quarterly VGSH 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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