VCSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in Quaker Wealth Management, LLC  Β·  23 quarters on record

AI Ownership Summary

Quaker Wealth Management, LLC reported VANGUARD SCOTTSDALE FDS (VCSH) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 11.41% in 2023 Q4. The latest visible filing shows VCSH at 10.50% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Quaker Wealth Management, 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 10.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.41% 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.

How Quaker Wealth Management, LLC held VCSH β€” position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 424,054 +10,649 +2.6% 10.50% $33.6M 2026-04-10 $79.20
2025 Q4 ADDED 413,405 +3,069 +0.7% 10.44% $33.0M 2026-01-28 $79.06
2025 Q3 ADDED 410,336 +43,593 +11.9% 10.67% $32.8M 2025-11-05 $78.08
2025 Q2 ADDED 366,743 +8,197 +2.3% 9.76% $29.2M 2025-08-04 $77.20
2025 Q1 ADDED 358,546 +5,964 +1.7% 10.00% $28.3M 2025-05-29 $75.83
2024 Q3 ADDED 352,582 +14,128 +4.2% 10.26% $28.0M 2024-11-12 $73.46
2024 Q1 ADDED 338,454 +10,789 +3.3% 10.59% $26.2M 2024-05-01 $70.45
2023 Q4 REDUCED 327,665 -2,221 -0.7% 11.41% $25.4M 2024-02-12 $70.47
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Quaker Wealth Management, 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 Quaker Wealth Management, LLC reported owning VCSH?

Quaker Wealth Management, LLC reported VCSH across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VCSH position in Quaker Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VCSH was 11.41% in 2023 Q4.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2026 Q1, when Quaker Wealth Management, LLC reported 424,054 shares, equal to 10.50% of portfolio, with an estimated market value of $33.6M.

What does the chart on this VCSH ownership page compare?

The chart compares Quaker Wealth Management, 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.

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