LFA - Lugano Financial Advisors SA VCLT VANGUARD SCOTTSDALE FDS

Ownership history in LFA - Lugano Financial Advisors SA  ·  28 quarters on record

AI Ownership Summary

LFA - Lugano Financial Advisors SA reported VANGUARD SCOTTSDALE FDS (VCLT) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.48% in 2024 Q1. The latest visible filing shows VCLT at 0.25% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VCLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LFA - Lugano Financial Advisors SA'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
2026 Q1

VCLT was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.48% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 LFA - Lugano Financial Advisors SA held VCLT — position size vs. price
% of Fund (quarterly)    VCLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 5.2% +2.6% 6,641 -363 -5.2% 0.25% $492K 2026-05-05 $74.28
2025 Q4 REDUCED 7,004 -293 -4.0% 0.27% $531K 2026-01-29 $74.73
2025 Q3 ADDED 7,297 +31 +0.4% 0.30% $564K 2025-11-05 $74.17
2025 Q2 REDUCED 7,266 -308 -4.1% 0.32% $546K 2025-08-07 $72.64
2025 Q1 ADDED 7,574 +1,136 +17.6% 0.39% $575K 2025-04-28 $70.29
2024 Q4 ADDED 6,438 +30 +0.5% 0.31% $481K 2025-02-10 $70.18
2024 Q3 UNCHANGED 6,408 0% 0.35% $521K 2024-11-07 $71.27
2024 Q2 REDUCED 24.5% +8.4% 6,408 -2,077 -24.5% 0.37% $486K 2024-07-30 $69.75
2024 Q1 ADDED 8,485 +270 +3.3% 0.48% $664K 2024-05-03 $67.43
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VCLT

As of 2026 Q2 — sorted by position size

GP Brinson Investments LLC 3Y 0.41%

FAQ About LFA - Lugano Financial Advisors SA and VCLT

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

How long has LFA - Lugano Financial Advisors SA reported owning VCLT?

LFA - Lugano Financial Advisors SA reported VCLT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VCLT position in LFA - Lugano Financial Advisors SA's portfolio?

The largest reported portfolio weight for VCLT was 0.48% in 2024 Q1.

What is the latest reported VCLT position on this page?

The most recent filing on this page is 2026 Q1, when LFA - Lugano Financial Advisors SA reported 6,641 shares, equal to 0.25% of portfolio, with an estimated market value of $492K.

What does the chart on this VCLT ownership page compare?

The chart compares LFA - Lugano Financial Advisors SA's quarterly VCLT 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.

How well did LFA - Lugano Financial Advisors SA time their VCLT position?

Based on 13F filing dates vs. subsequent VCLT price moves, LFA - Lugano Financial Advisors SA correctly timed 11 out of 25 reported position changes (44%). The annualised alpha on VCLT relative to SPY over the holding period was -12.1%.

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