Pacific Sage Partners, LLC VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in Pacific Sage Partners, LLC  ·  10 quarters on record

AI Ownership Summary

Pacific Sage Partners, LLC reported VANGUARD SCOTTSDALE FDS (VGSH) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 12.04% in 2023 Q4. The latest visible filing shows VGSH at 5.87% 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 VGSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pacific Sage Partners, 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

VGSH was reported at 5.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.04% in 2023 Q4

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

Time in book
Holding Window
2023 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.

VGSH stock page Pacific Sage Partners, LLC fund profile Pacific Sage Partners, LLC full holdings
How Pacific Sage Partners, LLC held VGSH — position size vs. price
% of Fund (quarterly)    VGSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 637,238 +54,882 +9.4% 5.87% $37.3M 2026-04-21 $58.50
2025 Q4 ADDED — — — 582,356 +52,935 +10.0% 5.42% $34.2M 2026-01-16 $58.18
2025 Q3 ADDED — — — 529,421 +52,391 +11.0% 5.21% $31.2M 2025-11-06 $57.82
2025 Q2 REDUCED 39.3% +1.1% ❌ 477,030 -308,935 -39.3% 5.57% $28.0M 2025-07-16 $56.86
2025 Q1 ADDED — — — 785,965 +13,165 +1.7% 10.38% $46.1M 2025-04-23 $56.41
2024 Q4 ADDED — — — 772,800 +17,556 +2.3% 10.25% $45.0M 2025-01-24 $55.50
2024 Q3 REDUCED — — — 755,244 -2,730 -0.4% 10.61% $44.6M 2024-10-28 $55.09
2024 Q2 ADDED — — — 757,974 +4,870 +0.6% 10.89% $44.0M 2024-08-02 $54.89
2024 Q1 REDUCED — — — 753,104 -450 -0.1% 11.32% $43.7M 2024-04-22 $53.19
2023 Q4 INITIATED — — — 753,554 — — 12.04% $44.0M 2024-02-05 $53.23

🏢 Other funds also holding VGSH

As of 2026 Q1 — sorted by position size

Vertex Investment Solutions Co., Ltd. 27.3% Arlington Partners LLC 3Y 7Y 26.36% Arlington Trust Co LLC 15.95% BluePrint Investing LLC 15.51% Cornerstone Wealth Advisors, Inc. 3Y 14.18% Drum Hill Capital, LLC 13.72% Strata Wealth Advisors, LLC 13.52% MAYPORT, LLC 3Y 13.12% O'Domhnaill Enterprises, Inc. 11.85% Cordant, Inc. 3Y 11.48%

FAQ About Pacific Sage Partners, LLC and VGSH

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

How long has Pacific Sage Partners, LLC reported owning VGSH?

Pacific Sage Partners, LLC reported VGSH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VGSH position in Pacific Sage Partners, LLC's portfolio?

The largest reported portfolio weight for VGSH was 12.04% in 2023 Q4.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2026 Q1, when Pacific Sage Partners, LLC reported 637,238 shares, equal to 5.87% of portfolio, with an estimated market value of $37.3M.

What does the chart on this VGSH ownership page compare?

The chart compares Pacific Sage Partners, LLC's quarterly VGSH 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 Pacific Sage Partners, LLC time their VGSH position?

Based on 13F filing dates vs. subsequent VGSH price moves, Pacific Sage Partners, LLC correctly timed 5 out of 9 reported position changes (56%). The annualised alpha on VGSH relative to SPY over the holding period was -12.3%.

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