VCIT VANGUARD SCOTTSDALE FDS

Ownership history in MilWealth Group LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which MilWealth Group LLC reported a position in VANGUARD SCOTTSDALE FDS (VCIT). 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
11.1% (2023 Q3)
Avg. % of fund
9.31%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 470,819 +13,550 +3.0% 9.39% $39.4M $83.12
2025 Q3 ADDED 457,269 +12,414 +2.8% 9.37% $38.5M $82.18
2025 Q2 REDUCED 444,855 -72 -0.0% 9.50% $36.9M $80.05
2025 Q1 ADDED 444,927 +4,853 +1.1% 10.02% $36.4M $78.01
2024 Q4 ADDED 440,074 +19,481 +4.6% 9.64% $35.3M $76.02
2024 Q3 ADDED 420,593 +12,144 +3.0% 10.33% $35.2M $78.14
2024 Q2 ADDED 408,449 +11,044 +2.8% 10.30% $32.6M $73.76
2024 Q1 ADDED 397,405 +9,115 +2.3% 10.20% $32.0M $73.47
2023 Q4 ADDED 388,290 +17,464 +4.7% 10.45% $31.6M $73.67
2023 Q3 ADDED 370,826 +8,863 +2.4% 11.10% $28.2M $67.91
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% of Fund (quarterly)    VCIT price (monthly, adj. close)
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