VCIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in MARSHALL FINANCIAL GROUP INC /ADV  Β·  8 quarters on record

AI Ownership Summary

MARSHALL FINANCIAL GROUP INC /ADV reported VANGUARD SCOTTSDALE FDS (VCIT) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.93% in 2025 Q3. The latest visible filing shows VCIT at 1.93% 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 VCIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARSHALL FINANCIAL GROUP INC /ADV'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 Q3

VCIT was reported at 1.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.93% in 2025 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 Q3

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 MARSHALL FINANCIAL GROUP INC /ADV held VCIT β€” position size vs. price
% of Fund (quarterly)    VCIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 83,351 +21,581 +34.9% 1.93% $7.0M 2025-11-14 (Est.) $81.94
2025 Q2 ADDED 61,770 +7,373 +13.6% 1.53% $5.1M 2025-08-05 $80.57
2025 Q1 ADDED 54,397 +19,249 +54.8% 1.40% $4.4M 2025-05-01 $77.73
2024 Q4 ADDED 35,148 +2,139 +6.5% 0.86% $2.8M 2025-01-24 $75.85
2024 Q3 ADDED 33,009 +13,436 +68.6% 0.83% $2.8M 2024-11-04 $75.95
2024 Q2 ADDED 19,573 +3,002 +18.1% 0.51% $1.6M 2024-08-09 $75.74
2024 Q1 ADDED 16,571 +9,477 +133.6% 0.44% $1.3M 2024-05-09 $72.65
2023 Q4 INITIATED 7,094 β€” β€” 0.21% $577K 2024-02-08 $72.54

FAQ About MARSHALL FINANCIAL GROUP INC /ADV and VCIT

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

How long has MARSHALL FINANCIAL GROUP INC /ADV reported owning VCIT?

MARSHALL FINANCIAL GROUP INC /ADV reported VCIT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VCIT position in MARSHALL FINANCIAL GROUP INC /ADV's portfolio?

The largest reported portfolio weight for VCIT was 1.93% in 2025 Q3.

What is the latest reported VCIT position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL FINANCIAL GROUP INC /ADV reported 83,351 shares, equal to 1.93% of portfolio, with an estimated market value of $7.0M.

What does the chart on this VCIT ownership page compare?

The chart compares MARSHALL FINANCIAL GROUP INC /ADV's quarterly VCIT 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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