LJI Wealth Management, LLC VTWG — VANGUARD SCOTTSDALE FDS

Ownership history in LJI Wealth Management, LLC  ·  8 quarters on record

AI Ownership Summary

LJI Wealth Management, LLC reported VANGUARD SCOTTSDALE FDS (VTWG) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.61% in 2024 Q3. The latest visible filing shows VTWG at 1.19% 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 VTWG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LJI Wealth Management, 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

VTWG was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.61% in 2024 Q3

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

Time in book
Holding Window
2023 Q4 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.

VTWG stock page LJI Wealth Management, LLC fund profile LJI Wealth Management, LLC full holdings
How LJI Wealth Management, LLC held VTWG — position size vs. price
% of Fund (quarterly)    VTWG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10.8% -2.8% ✅ 33,189 -4,022 -10.8% 1.19% $7.8M 2026-02-14 (Est.) $244.16
2025 Q3 REDUCED 48.3% +2.9% ❌ 37,211 -34,737 -48.3% 1.52% $8.7M 2025-10-29 $240.12
2025 Q2 ADDED — — — 71,948 +12,004 +20.0% 2.61% $15.0M 2025-07-31 $210.79
2025 Q1 ADDED — — — 59,944 +2,332 +4.0% 2.22% $11.2M 2025-05-02 $189.74
2024 Q4 REDUCED 6.7% -11.2% ✅ 57,612 -4,107 -6.7% 2.38% $12.1M 2025-01-28 $215.00
2024 Q3 ADDED — — — 61,719 +2,230 +3.7% 2.61% $12.8M 2024-11-06 $220.76
2024 Q2 ADDED — — — 59,489 +4,716 +8.6% 2.51% $11.4M 2024-08-12 $188.79
2023 Q4 INITIATED — — — 54,773 — — 2.60% $10.1M 2024-02-13 $180.06

🏢 Other funds also holding VTWG

As of 2026 Q1 — sorted by position size

Brandywine Asset Management, Inc. 3.43% Systelligence, LLC 3Y 3.3% TFC Financial Management, Inc. 3Y 2.32% Nvest Financial, LLC 3Y 2.12% WestHill Financial Advisors, Inc. 3Y 1.83% IVC Wealth Advisors LLC 3Y 1.65% Vermillion Wealth Management, Inc. 1.14% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 0.93% RIVERSEDGE ADVISORS, LLC 3Y 0.82% Keystone Global Partners, LLC 0.8%

FAQ About LJI Wealth Management, LLC and VTWG

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

How long has LJI Wealth Management, LLC reported owning VTWG?

LJI Wealth Management, LLC reported VTWG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTWG position in LJI Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VTWG was 2.61% in 2024 Q3.

What is the latest reported VTWG position on this page?

The most recent filing on this page is 2025 Q4, when LJI Wealth Management, LLC reported 33,189 shares, equal to 1.19% of portfolio, with an estimated market value of $7.8M.

What does the chart on this VTWG ownership page compare?

The chart compares LJI Wealth Management, LLC's quarterly VTWG 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 LJI Wealth Management, LLC time their VTWG position?

Based on 13F filing dates vs. subsequent VTWG price moves, LJI Wealth Management, LLC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on VTWG relative to SPY over the holding period was -2.1%.

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