VGIT — VANGUARD SCOTTSDALE FDS

Ownership history in MilWealth Group LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which MilWealth Group LLC reported a position in VANGUARD SCOTTSDALE FDS (VGIT). 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
11.17% (2023 Q3)
Avg. % of fund
9.5%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 616,356 +25,550 +4.3% 8.79% $36.9M $59.57
2025 Q3 ADDED 590,806 +22,564 +4.0% 8.64% $35.5M $58.92
2025 Q2 REDUCED 568,242 -3,037 -0.5% 8.75% $34.0M $58.14
2025 Q1 ADDED 571,279 +6,492 +1.1% 9.35% $33.9M $57.19
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGIT price (monthly, adj. close)

Other funds also holding VGIT

As of 2025 Q4 — sorted by position size

Heritage Financial Services, LLC 3Y 26.03% LIBRA WEALTH LLC 3Y 17.68% Nova R Wealth, Inc. 3Y 13.36% SCS Capital Management LLC 3Y 7Y 10.62% NEPC LLC 10.39% Kondo Wealth Advisors, Inc. 10.04% Alaethes Wealth, LLC 3Y 9.96% Cliffwater LLC 3Y 7Y 9.71% CYPRESS FINANCIAL PLANNING LLC 3Y 9.58% PROFFITT & GOODSON INC 3Y 7Y 9.11%
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