VCSH — VANGUARD SCOTTSDALE FDS

Ownership history in Marks Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Marks Wealth, LLC reported a position in VANGUARD SCOTTSDALE FDS (VCSH). 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
10.97% (2025 Q4)
Avg. % of fund
3.71%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 411,182 +408,360 +14470.6% 10.97% $32.8M $79.17
2021 Q2 REDUCED 2,822 -547 -16.2% 0.08% $233K $70.98
2021 Q1 INITIATED 3,369 — — 0.09% $278K $70.51
% of Fund (quarterly)    VCSH price (monthly, adj. close)

Other funds also holding VCSH

As of 2025 Q4 — sorted by position size

BCK Partners, Inc. 3Y 23.87% John A. Wolfe & Associates, Inc. 23.38% Eaton-Cambridge Inc. 16.18% FIDELIS iM, LLC 3Y 14.91% McCarthy Asset Management, Inc. 3Y 13.96% Adaptive Financial Consulting, LLC 3Y 12.09% Liquid Strategies, LLC 3Y 10.96% Quaker Wealth Management, LLC 3Y 10.44% AllSquare Wealth Management LLC 3Y 7Y 10.44% NEPC LLC 9.79%
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