MIDDLETON & CO INC/MA VGIT — VANGUARD SCOTTSDALE FDS

Ownership history in MIDDLETON & CO INC/MA  ·  10 quarters on record

AI Ownership Summary

MIDDLETON & CO INC/MA reported VANGUARD SCOTTSDALE FDS (VGIT) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.16% in 2026 Q1. The latest visible filing shows VGIT at 1.16% 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 VGIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MIDDLETON & CO INC/MA'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 Q1

VGIT was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.16% in 2026 Q1

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 2026 Q1

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.

VGIT stock page MIDDLETON & CO INC/MA fund profile MIDDLETON & CO INC/MA full holdings
How MIDDLETON & CO INC/MA held VGIT — position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 171,520 +25,900 +17.8% 1.16% $10.2M 2026-05-08 $59.24
2025 Q4 ADDED — — — 145,620 +21,700 +17.5% 0.93% $8.7M 2026-01-29 $59.13
2025 Q3 ADDED — — — 123,920 +2,725 +2.2% 0.80% $7.4M 2025-10-29 $58.85
2025 Q2 ADDED — — — 121,195 +15,650 +14.8% 0.81% $7.2M 2025-08-06 $58.06
2025 Q1 ADDED — — — 105,545 +29,265 +38.4% 0.73% $6.3M 2025-05-09 $56.89
2024 Q4 ADDED — — — 76,280 +25,750 +51.0% 0.49% $4.4M 2025-02-05 $55.72
2024 Q3 ADDED — — — 50,530 +20,130 +66.2% 0.34% $3.1M 2024-10-23 $55.56
2024 Q2 ADDED — — — 30,400 +1,830 +6.4% 0.21% $1.8M 2024-08-12 $55.97
2024 Q1 ADDED — — — 28,570 +13,820 +93.7% 0.19% $1.7M 2024-05-14 $53.62
2023 Q4 INITIATED — — — 14,750 — — 0.11% $875K 2024-02-13 $53.41

🏢 Other funds also holding VGIT

As of 2026 Q1 — sorted by position size

LIBRA WEALTH LLC 3Y 18.23% BIRCHBROOK, INC. 17.13% OneAscent Investment Solutions LLC 15.99% Emprise Bank 14.07% Nova R Wealth, Inc. 3Y 12.86% MASTER'S WEALTH MANAGEMENT INC. 12.4% Cliffwater LLC 3Y 7Y 12.18% Employees Retirement System of Texas 3Y 7Y 12.18% SCS Capital Management LLC 3Y 7Y 12.14% MASECO LLP 12.12%

FAQ About MIDDLETON & CO INC/MA and VGIT

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

How long has MIDDLETON & CO INC/MA reported owning VGIT?

MIDDLETON & CO INC/MA reported VGIT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VGIT position in MIDDLETON & CO INC/MA's portfolio?

The largest reported portfolio weight for VGIT was 1.16% in 2026 Q1.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2026 Q1, when MIDDLETON & CO INC/MA reported 171,520 shares, equal to 1.16% of portfolio, with an estimated market value of $10.2M.

What does the chart on this VGIT ownership page compare?

The chart compares MIDDLETON & CO INC/MA's quarterly VGIT 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 MIDDLETON & CO INC/MA time their VGIT position?

Based on 13F filing dates vs. subsequent VGIT price moves, MIDDLETON & CO INC/MA correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on VGIT relative to SPY over the holding period was -13.5%.

← Back to MIDDLETON & CO INC/MA Holdings