Prepared Retirement Institute LLC VCSH — VANGUARD SCOTTSDALE FDS

Ownership history in Prepared Retirement Institute LLC  ·  6 quarters on record

AI Ownership Summary

Prepared Retirement Institute LLC reported VANGUARD SCOTTSDALE FDS (VCSH) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.49% in 2025 Q1. The latest visible filing shows VCSH at 0.42% 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 VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prepared Retirement Institute 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

VCSH was reported at 0.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.49% in 2025 Q1

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.

VCSH stock page Prepared Retirement Institute LLC fund profile Prepared Retirement Institute LLC full holdings
How Prepared Retirement Institute LLC held VCSH — position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 100.0% +1.0% ❌ — -10,752 -100.0% 0.42% $852 2026-04-30 $78.40
2025 Q4 ADDED — — — 10,752 +126 +1.2% 0.43% $857K 2026-01-29 $78.25
2025 Q3 ADDED — — — 10,626 +834 +8.5% 0.44% $849K 2025-10-21 $77.47
2025 Q2 REDUCED — — — 9,792 -28 -0.3% 0.46% $778K 2025-07-17 $75.71
2025 Q1 ADDED — — — 9,820 +6,012 +157.9% 0.49% $775K 2025-05-02 $74.67
2024 Q4 INITIATED — — — 3,808 — — 0.17% $297K 2025-02-13 $73.51

🏢 Other funds also holding VCSH

As of 2026 Q2 — sorted by position size

Quantum Financial Planning Services, Inc. 21.22% JBGlobal.com LLC 21.08% William Mack & Associates, Inc. 17.0% Twin Cities Retirement Group LLC 12.42% Beacon Financial Strategies CORP 11.88% Longview Financial Advisors LLC 10.55% AMI INVESTMENT MANAGEMENT INC 3Y 7Y 9.31% CYPRESS FINANCIAL PLANNING LLC 3Y 8.85% Hiley Hunt Wealth Management 8.56% DMKC Advisory Services, LLC 8.51%

FAQ About Prepared Retirement Institute LLC and VCSH

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

How long has Prepared Retirement Institute LLC reported owning VCSH?

Prepared Retirement Institute LLC reported VCSH across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VCSH position in Prepared Retirement Institute LLC's portfolio?

The largest reported portfolio weight for VCSH was 0.49% in 2025 Q1.

What is the latest reported VCSH position on this page?

The latest section of the table and chart shows the most recent reported VCSH position for Prepared Retirement Institute LLC.

What does the chart on this VCSH ownership page compare?

The chart compares Prepared Retirement Institute LLC's quarterly VCSH 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 Prepared Retirement Institute LLC time their VCSH position?

Based on 13F filing dates vs. subsequent VCSH price moves, Prepared Retirement Institute LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on VCSH relative to SPY over the holding period was -9.0%.

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