Ownership history in Orgel Wealth Management, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Orgel Wealth Management, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 8,078,817 | +553,478 | +7.4% | 10.47% | $474.5M | $58.38 |
| 2025 Q3 | ADDED | 7,525,339 | +224,518 | +3.1% | 10.10% | $442.9M | $57.75 |
| 2025 Q2 | REDUCED | 7,300,821 | -235,091 | -3.1% | 10.34% | $429.1M | $57.10 |
| 2025 Q1 | ADDED | 7,535,912 | +125,785 | +1.7% | 11.49% | $442.3M | $56.42 |
| 2024 Q4 | ADDED | 7,410,127 | +238,717 | +3.3% | 11.25% | $431.1M | $55.56 |
| 2024 Q3 | ADDED | 7,171,410 | +328,266 | +4.8% | 10.59% | $423.3M | $55.58 |
| 2024 Q2 | ADDED | 6,843,144 | +29,639 | +0.4% | 10.71% | $396.8M | $54.03 |
| 2024 Q1 | ADDED | 6,813,505 | +385,608 | +6.0% | 10.85% | $395.7M | $53.54 |
| 2023 Q4 | ADDED | 6,427,897 | +20,759 | +0.3% | 11.09% | $374.9M | $53.42 |
| 2023 Q3 | REDUCED | 6,407,138 | -91,627 | -1.4% | 12.48% | $369.1M | $52.07 |
As of 2025 Q4 — sorted by position size