VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in Krilogy Financial LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Krilogy Financial 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
1.43% (2020 Q1)
Avg. % of fund
0.18%
First filed
2016 Q3
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 9,445 -110,835 -92.1% 0.02% $554K $57.75
2020 Q1 ADDED 120,280 +120,166 +105408.8% 1.43% $7.5M $53.47
2017 Q4 UNCHANGED 114 — 0% 0.00% $7K $49.47
2017 Q3 UNCHANGED 114 — 0% 0.00% $7K $49.62
2017 Q2 UNCHANGED 114 — 0% 0.00% $7K $49.51
2017 Q1 UNCHANGED 114 — 0% 0.00% $7K $49.41
2016 Q4 UNCHANGED 114 — 0% 0.00% $7K $49.45
2016 Q3 INITIATED 114 — — 0.00% $7K $49.53
% 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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