Rosenberg Matthew Hamilton VCLT — VANGUARD

Ownership history in Rosenberg Matthew Hamilton  ·  26 quarters on record

AI Ownership Summary

Rosenberg Matthew Hamilton reported VANGUARD (VCLT) in 26 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.24% in 2024 Q3. The latest visible filing shows VCLT at 0.12% 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 VCLT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Rosenberg Matthew Hamilton's position in VANGUARD, 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 Q3

VCLT was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

VCLT stock page Rosenberg Matthew Hamilton fund profile Rosenberg Matthew Hamilton full holdings
How Rosenberg Matthew Hamilton held VCLT — position size vs. price
% of Fund (quarterly)    VCLT 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 Q3 REDUCED — — — 9,601 -309 -3.1% 0.12% $658K 2026-10-05 $68.13
2026 Q2 REDUCED — — — 9,910 -107 -1.1% 0.14% $746K 2026-07-17 $72.44
2026 Q1 REDUCED — — — 10,017 -314 -3.0% 0.15% $748K 2026-04-07 $72.80
2025 Q4 REDUCED — — — 10,331 -14 -0.1% 0.16% $784K 2026-01-05 $72.93
2025 Q3 REDUCED — — — 10,345 -220 -2.1% 0.17% $803K 2025-11-10 $73.02
2025 Q2 REDUCED 6.9% +4.0% ❌ 10,565 -777 -6.9% 0.19% $802K 2025-07-28 $69.88
2025 Q1 REDUCED 5.2% +1.4% ❌ 11,342 -624 -5.2% 0.22% $861K 2025-04-28 $68.92
2024 Q4 ADDED — — — 11,966 +739 +6.6% 0.23% $895K 2025-01-14 $66.38
2024 Q3 ADDED — — — 11,227 +1,240 +12.4% 0.24% $912K 2024-10-28 $69.30
2024 Q2 ADDED — — — 9,987 +340 +3.5% 0.22% $748K 2024-07-26 $68.15
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VCLT

As of 2026 Q3 — sorted by position size

GP Brinson Investments LLC 3Y 0.39% PRIVATE CLIENT SERVICES, LLC 0.09% Bangor Savings Bank 3Y 7Y 0.05% Stonebridge Financial Group, LLC 0.04% ROCKLAND TRUST CO 3Y 7Y 0.02% EASTERN BANK 3Y 7Y 0.0%

FAQ About Rosenberg Matthew Hamilton and VCLT

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

How long has Rosenberg Matthew Hamilton reported owning VCLT?

Rosenberg Matthew Hamilton reported VCLT across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported VCLT position in Rosenberg Matthew Hamilton's portfolio?

The largest reported portfolio weight for VCLT was 0.24% in 2024 Q3.

What is the latest reported VCLT position on this page?

The most recent filing on this page is 2026 Q3, when Rosenberg Matthew Hamilton reported 9,601 shares, equal to 0.12% of portfolio, with an estimated market value of $658K.

What does the chart on this VCLT ownership page compare?

The chart compares Rosenberg Matthew Hamilton's quarterly VCLT 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 Rosenberg Matthew Hamilton time their VCLT position?

Based on 13F filing dates vs. subsequent VCLT price moves, Rosenberg Matthew Hamilton correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on VCLT relative to SPY over the holding period was +90.7%.

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