VGSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in LOWE BROCKENBROUGH & CO INC  Β·  11 quarters on record

AI Ownership Summary

LOWE BROCKENBROUGH & CO INC reported VANGUARD SCOTTSDALE FDS (VGSH) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.03% in 2025 Q4. The latest visible filing shows VGSH at 1.03% 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 VGSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LOWE BROCKENBROUGH & CO INC'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

VGSH was reported at 1.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.03% in 2025 Q4

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.

How LOWE BROCKENBROUGH & CO INC held VGSH β€” position size vs. price
% of Fund (quarterly)    VGSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 357,782 +72,991 +25.6% 1.03% $21.0M 2026-02-14 (Est.) $58.72
2025 Q3 ADDED 284,791 +27,015 +10.5% 0.86% $16.8M 2025-11-05 $57.92
2025 Q2 ADDED 257,776 +18,847 +7.9% 0.85% $15.2M 2025-08-11 $57.31
2025 Q1 ADDED 238,929 +11,960 +5.3% 0.92% $14.0M 2025-05-13 $56.54
2024 Q4 ADDED 226,969 +31,139 +15.9% 0.85% $13.2M 2025-02-11 $55.77
2024 Q3 ADDED 195,830 +46,807 +31.4% 0.74% $11.6M 2024-10-28 $55.27
2024 Q2 ADDED 149,023 +16,455 +12.4% 0.58% $8.6M 2024-08-12 $54.98
2024 Q1 ADDED 132,568 +21,276 +19.1% 0.52% $7.7M 2024-05-15 $53.74
2023 Q4 ADDED 111,292 +57,400 +106.5% 0.50% $6.5M 2024-02-14 $53.33
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About LOWE BROCKENBROUGH & CO INC and VGSH

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

How long has LOWE BROCKENBROUGH & CO INC reported owning VGSH?

LOWE BROCKENBROUGH & CO INC reported VGSH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VGSH position in LOWE BROCKENBROUGH & CO INC's portfolio?

The largest reported portfolio weight for VGSH was 1.03% in 2025 Q4.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2025 Q4, when LOWE BROCKENBROUGH & CO INC reported 357,782 shares, equal to 1.03% of portfolio, with an estimated market value of $21.0M.

What does the chart on this VGSH ownership page compare?

The chart compares LOWE BROCKENBROUGH & CO INC's quarterly VGSH 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.

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