VGSH — VANGUARD SCOTTSDALE FDS

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

This page tracks every 13F SEC filing in which Kings Path Partners LLC 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
5.29% (2025 Q1)
Avg. % of fund
4.48%
First filed
2024 Q2
Last filed
2025 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 186,324 +2,101 +1.1% 4.41% $11.0M $57.10
2025 Q1 ADDED 184,223 +11,736 +6.8% 5.29% $10.8M $56.42
2024 Q4 ADDED 172,487 +3,136 +1.9% 4.29% $10.0M $55.56
2024 Q3 ADDED 169,351 +15,760 +10.3% 4.19% $10.0M $55.58
2024 Q2 INITIATED 153,591 — — 4.20% $8.9M —
% of Fund (quarterly)    VGSH price (monthly, adj. close)

Other funds also holding VGSH

As of 2025 Q4 — sorted by position size

INSIGHT 2811, INC. 3Y 7Y 21.34% 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%
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