MB, LEVIS & ASSOCIATES, LLC VCIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in MB, LEVIS & ASSOCIATES, LLC  Β·  3 quarters on record

AI Ownership Summary

MB, LEVIS & ASSOCIATES, LLC reported VANGUARD SCOTTSDALE FDS (VCIT) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.18% in 2026 Q2. The latest visible filing shows VCIT at 0.18% 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 MB, LEVIS & ASSOCIATES, 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
2026 Q2

VCIT was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q2

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

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 MB, LEVIS & ASSOCIATES, LLC held VCIT β€” position size vs. price
% of Fund (quarterly)    VCIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 5,999 +4,810 +404.5% 0.18% $496K 2026-07-22 $81.37
2026 Q1 UNCHANGED β€” β€” β€” 1,189 β€” 0% 0.04% $98K 2026-04-08 $82.03
2025 Q4 INITIATED β€” β€” β€” 1,189 β€” β€” 0.04% $100K 2026-01-14 $82.12

FAQ About MB, LEVIS & ASSOCIATES, LLC and VCIT

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

How long has MB, LEVIS & ASSOCIATES, LLC reported owning VCIT?

MB, LEVIS & ASSOCIATES, LLC reported VCIT across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported VCIT position in MB, LEVIS & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for VCIT was 0.18% in 2026 Q2.

What is the latest reported VCIT position on this page?

The most recent filing on this page is 2026 Q2, when MB, LEVIS & ASSOCIATES, LLC reported 5,999 shares, equal to 0.18% of portfolio, with an estimated market value of $496K.

What does the chart on this VCIT ownership page compare?

The chart compares MB, LEVIS & ASSOCIATES, LLC'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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