One Wealth Map LLC VGLT — VANGUARD SCOTTSDALE FDS

Ownership history in One Wealth Map LLC  ·  5 quarters on record

AI Ownership Summary

One Wealth Map LLC reported VANGUARD SCOTTSDALE FDS (VGLT) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.49% in 2025 Q4. The latest visible filing shows VGLT at 0.79% 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 VGLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was One Wealth Map 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 Q1

VGLT was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.49% in 2025 Q4

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

Time in book
Holding Window
2024 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.

VGLT stock page One Wealth Map LLC fund profile One Wealth Map LLC full holdings
How One Wealth Map LLC held VGLT — position size vs. price
% of Fund (quarterly)    VGLT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 30,819 -22,222 -41.9% 0.79% $1.7M 2026-05-04 $54.36
2025 Q4 ADDED — — — 53,041 +48,616 +1098.7% 1.49% $2.9M 2026-02-04 $54.74
2025 Q2 REDUCED 48.0% +2.7% ❌ 4,425 -4,089 -48.0% 0.13% $243K 2025-07-23 $52.85
2025 Q1 REDUCED 8.4% -1.5% ✅ 8,514 -781 -8.4% 0.31% $466K 2025-04-22 $52.41
2024 Q4 INITIATED — — — 9,295 — — 0.32% $527K 2025-02-24 $53.77

🏢 Other funds also holding VGLT

As of 2026 Q1 — sorted by position size

Rainwater Charitable Foundation 3Y 7Y 25.34% Ironwood Wealth Management, LLC. 3Y 7Y 12.85% WLTH Capital Management, LLC 11.7% Barry Investment Advisors, LLC 3Y 7Y 8.88% ACUTE INVESTMENT ADVISORY, LLC 3Y 6.56% Aurelius Family Office LLC 5.26% American National Bank of Texas 5.16% FINANCIAL LIFE ADVISORS 3Y 7Y 5.05% RETIREMENT FINANCIAL SOLUTIONS, LLC 3Y 5.04% S. R. Schill & Associates 3Y 7Y 3.92%

FAQ About One Wealth Map LLC and VGLT

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

How long has One Wealth Map LLC reported owning VGLT?

One Wealth Map LLC reported VGLT across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VGLT position in One Wealth Map LLC's portfolio?

The largest reported portfolio weight for VGLT was 1.49% in 2025 Q4.

What is the latest reported VGLT position on this page?

The most recent filing on this page is 2026 Q1, when One Wealth Map LLC reported 30,819 shares, equal to 0.79% of portfolio, with an estimated market value of $1.7M.

What does the chart on this VGLT ownership page compare?

The chart compares One Wealth Map LLC's quarterly VGLT 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 One Wealth Map LLC time their VGLT position?

Based on 13F filing dates vs. subsequent VGLT price moves, One Wealth Map LLC correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on VGLT relative to SPY over the holding period was -14.9%.

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