VGSH VANGUARD SCOTTSDALE FDS

Ownership history in Mutual Advisors, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Mutual Advisors, LLC reported a position in VANGUARD SCOTTSDALE FDS (VGSH). 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
0.27% (2022 Q3)
Avg. % of fund
0.09%
First filed
2022 Q3
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 57,612 +4 +0.0% 0.07% $3.4M $57.75
2025 Q2 ADDED 57,608 +1,128 +2.0% 0.08% $3.4M $57.10
2025 Q1 ADDED 56,480 +17,758 +45.9% 0.10% $3.3M $56.42
2024 Q4 REDUCED 38,722 -650 -1.7% 0.07% $2.3M $55.56
2024 Q3 REDUCED 39,372 -3,964 -9.1% 0.07% $2.3M $55.58
2024 Q2 REDUCED 43,336 -1,943 -4.3% 0.08% $2.5M $54.03
2024 Q1 ADDED 45,279 +4,180 +10.2% 0.08% $2.6M $53.54
2023 Q4 REDUCED 41,099 -8,424 -17.0% 0.08% $2.4M $53.42
2023 Q3 ADDED 49,523 +853 +1.8% 0.11% $2.9M $52.07
2023 Q2 ADDED 48,670 +33,877 +229.0% 0.11% $2.8M $51.74
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGSH price (monthly, adj. close)
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