VCSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in Legacy Advisory Services, LLC  Β·  4 quarters on record

AI Ownership Summary

Legacy Advisory Services, LLC reported VANGUARD SCOTTSDALE FDS (VCSH) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 0.49% in 2025 Q1. The latest visible filing shows VCSH at 0.46% 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 VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legacy Advisory Services, 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
2025 Q4

VCSH was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

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.

How Legacy Advisory Services, LLC held VCSH β€” position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 7,700 +98 +1.3% 0.46% $614K 2026-02-14 (Est.) $79.53
2025 Q3 ADDED 7,602 +224 +3.0% 0.46% $608K 2025-10-30 $78.16
2025 Q2 ADDED 7,378 +72 +1.0% 0.47% $587K 2025-08-14 $77.29
2025 Q1 INITIATED 7,306 β€” β€” 0.49% $577K 2025-05-19 $75.71

FAQ About Legacy Advisory Services, LLC and VCSH

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

How long has Legacy Advisory Services, LLC reported owning VCSH?

Legacy Advisory Services, LLC reported VCSH across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported VCSH position in Legacy Advisory Services, LLC's portfolio?

The largest reported portfolio weight for VCSH was 0.49% in 2025 Q1.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2025 Q4, when Legacy Advisory Services, LLC reported 7,700 shares, equal to 0.46% of portfolio, with an estimated market value of $614K.

What does the chart on this VCSH ownership page compare?

The chart compares Legacy Advisory Services, LLC's quarterly VCSH 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.

← Back to Legacy Advisory Services, LLC Holdings