VGIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in Kings Path Partners LLC  Β·  5 quarters on record

This page tracks every 13F SEC filing in which Kings Path Partners LLC reported a position in VANGUARD SCOTTSDALE FDS (VGIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
5.55% (2025 Q1)
πŸ“Š Avg. % of fund
4.63%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2025 Q2
⏱ Quarters held
5

Position Intelligence

Kings Path Partners LLC Γ— VGIT AI Analytics

πŸ“‰ Kings Path Partners LLC underperformed the S&P 500 by –9.4% annually on this VGIT position. Timing score: 67% (2/3 decisions correct). Average cost basis: $56.97. Maximum drawdown during holding period: –2.8%.

πŸ“ˆ Position Alpha vs SPY
-9.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 9.4% ann.
3 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
2 of 3 add/trim decisions correct

πŸ’° Entry Quality
$56.97
+2.1% vs current ($58.14)

Best entry: $55.49 (2024 Q4)  Β·  Worst: $58.14 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–2.8%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Kings Path Partners LLC has been actively increasing its VGIT allocation β€” a bullish signal from insiders.
Currently 4.72% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VGIT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 195,933 +4,956 +2.6% 4.72% $11.7M $58.14
2025 Q1 ADDED 190,977 +15,024 +8.5% 5.55% $11.3M $57.19
2024 Q4 ADDED 175,953 +7,260 +4.3% 4.36% $10.2M $55.49
2024 Q3 ADDED 168,693 +14,674 +9.5% 4.28% $10.2M $57.09
2024 Q2 INITIATED 154,019 β€” β€” 4.23% $9.0M β€”
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