VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in Lauer Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Lauer Wealth, 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
5.36% (2025 Q2)
Avg. % of fund
4.9%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 107,961 -2,167 -2.0% 4.71% $6.3M $58.38
2025 Q3 REDUCED 110,128 -682 -0.6% 4.63% $6.5M $57.75
2025 Q2 ADDED 110,810 +2,383 +2.2% 5.36% $6.5M $57.10
2025 Q1 INITIATED 108,427 — — 4.91% $6.4M $56.42
% 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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