VCSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in Johnson Bixby & Associates, LLC  Β·  16 quarters on record

AI Ownership Summary

Johnson Bixby & Associates, LLC reported VANGUARD SCOTTSDALE FDS (VCSH) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.07% in 2025 Q4. The latest visible filing shows VCSH at 5.07% 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 Johnson Bixby & Associates, 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

VCSH was reported at 5.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.07% in 2025 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 Johnson Bixby & Associates, LLC held VCSH β€” position size vs. price
% of Fund (quarterly)    VCSH 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 512,807 +73,008 +16.6% 5.07% $40.9M 2026-02-14 (Est.) $79.83
2025 Q3 ADDED 439,799 +36,043 +8.9% 4.51% $35.2M 2025-10-16 $78.62
2025 Q2 ADDED 403,756 +15,800 +4.1% 4.41% $32.1M 2025-07-17 $76.84
2025 Q1 ADDED 387,956 +118,676 +44.1% 4.58% $30.6M 2025-04-23 $75.38
2024 Q4 ADDED 269,280 +22,307 +9.0% 3.21% $21.0M 2025-01-21 $74.34
2024 Q3 REDUCED 246,973 -2,039 -0.8% 2.99% $19.6M 2024-10-10 $74.04
2024 Q2 ADDED 249,012 +10,160 +4.3% 3.22% $19.2M 2024-07-19 $72.37
2024 Q1 REDUCED 238,852 -82,181 -25.6% 3.21% $18.5M 2024-04-22 $70.55
2023 Q4 ADDED 321,033 +9,579 +3.1% 4.69% $24.8M 2024-01-18 $70.60
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Johnson Bixby & Associates, 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 Johnson Bixby & Associates, LLC reported owning VCSH?

Johnson Bixby & Associates, LLC reported VCSH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VCSH position in Johnson Bixby & Associates, LLC's portfolio?

The largest reported portfolio weight for VCSH was 5.07% in 2025 Q4.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2025 Q4, when Johnson Bixby & Associates, LLC reported 512,807 shares, equal to 5.07% of portfolio, with an estimated market value of $40.9M.

What does the chart on this VCSH ownership page compare?

The chart compares Johnson Bixby & Associates, 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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