Keener Financial Planning LLC VTWO — VANGUARD SCOTTSDALE FDS

Ownership history in Keener Financial Planning LLC  ·  10 quarters on record

AI Ownership Summary

Keener Financial Planning LLC reported VANGUARD SCOTTSDALE FDS (VTWO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2025 Q3. The latest visible filing shows VTWO at 0.28% 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 VTWO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keener Financial Planning 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
2026 Q1

VTWO was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% 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
2023 Q4 to 2026 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.

VTWO stock page Keener Financial Planning LLC fund profile Keener Financial Planning LLC full holdings
How Keener Financial Planning LLC held VTWO — position size vs. price
% of Fund (quarterly)    VTWO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 6,706 — 0% 0.28% $671 2026-05-01 $112.84
2025 Q4 UNCHANGED — — — 6,706 — 0% 0.29% $667K 2026-01-23 $106.74
2025 Q3 REDUCED — — — 6,706 -108 -1.6% 0.30% $655K 2025-11-07 $97.04
2025 Q2 ADDED — — — 6,814 +2,488 +57.5% 0.30% $594K 2025-07-25 $89.82
2025 Q1 ADDED — — — 4,326 +121 +2.9% 0.23% $348K 2025-05-09 $80.11
2024 Q4 ADDED — — — 4,205 +730 +21.0% 0.22% $375K 2025-01-29 $90.04
2024 Q3 REDUCED 17.4% +0.2% ❌ 3,475 -730 -17.4% 0.20% $310K 2024-10-18 $89.52
2024 Q2 ADDED — — — 4,205 +1,049 +33.2% 0.22% $344K 2024-07-26 $88.62
2024 Q1 UNCHANGED — — — 3,156 — 0% 0.18% $269K 2024-05-03 $79.48
2023 Q4 INITIATED — — — 3,156 — — 0.20% $256K 2024-01-26 $76.93

🏢 Other funds also holding VTWO

As of 2026 Q1 — sorted by position size

S. R. Schill & Associates 3Y 7Y 12.89% Turim 21 Investimentos Ltda. 3Y 7Y 12.55% Brandywine Asset Management, Inc. 11.93% PRAIRIEVIEW WEALTH PARTNERS, LLC 6.99% ACUTE INVESTMENT ADVISORY, LLC 3Y 6.85% Fairfield University 3Y 7Y 5.3% Summit Financial Consulting LLC 5.23% RIVER'S EDGE WEALTH MANAGEMENT, LLC 4.63% CENTRAL VALLEY ADVISORS, LLC 3.81% Fusion Capital, LLC 3Y 3.79%

FAQ About Keener Financial Planning LLC and VTWO

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

How long has Keener Financial Planning LLC reported owning VTWO?

Keener Financial Planning LLC reported VTWO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTWO position in Keener Financial Planning LLC's portfolio?

The largest reported portfolio weight for VTWO was 0.30% in 2025 Q3.

What is the latest reported VTWO position on this page?

The most recent filing on this page is 2026 Q1, when Keener Financial Planning LLC reported 6,706 shares, equal to 0.28% of portfolio, with an estimated market value of $671.

What does the chart on this VTWO ownership page compare?

The chart compares Keener Financial Planning LLC's quarterly VTWO 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 Keener Financial Planning LLC time their VTWO position?

Based on 13F filing dates vs. subsequent VTWO price moves, Keener Financial Planning LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on VTWO relative to SPY over the holding period was -1.5%.

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