VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in Pegasus Partners Ltd.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Pegasus Partners Ltd. 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
0.67% (2024 Q3)
Avg. % of fund
0.57%
First filed
2023 Q3
Last filed
2024 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 121,095 +11,831 +10.8% 0.67% $7.1M $55.58
2024 Q2 ADDED 109,264 +14,191 +14.9% 0.64% $6.3M $54.03
2024 Q1 ADDED 95,073 +14,014 +17.3% 0.59% $5.5M $53.54
2023 Q4 ADDED 81,059 +30,088 +59.0% 0.55% $4.7M $53.42
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% of Fund (quarterly)    VGSH price (monthly, adj. close)

Other funds also holding VGSH

As of 2025 Q4 — sorted by position size

INSIGHT 2811, INC. 3Y 7Y 21.34% Strata Wealth Advisors, LLC 14.79% Cornerstone Wealth Advisors, Inc. 3Y 12.97% MAYPORT, LLC 3Y 12.93% Vernal Point Advisors, LLC 11.82% Cordant, Inc. 3Y 11.54% Five Oceans Advisors 3Y 11.47% Wright Wealth LLC 11.34% Chemistry Wealth Management LLC 3Y 11.34% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 10.62%
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