VGIT — VANGUARD SCOTTSDALE FDS

Ownership history in Schulz Wealth, LTD.  ·  8 quarters on record

This page tracks every 13F SEC filing in which Schulz Wealth, LTD. reported a position in VANGUARD SCOTTSDALE FDS (VGIT). 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
0.81% (2025 Q3)
Avg. % of fund
0.49%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,388 +35 +0.2% 0.78% $1.2M $59.57
2025 Q3 ADDED 20,353 +4,046 +24.8% 0.81% $1.2M $58.92
2025 Q2 ADDED 16,307 +3,420 +26.5% 0.73% $975K $58.14
2025 Q1 ADDED 12,887 +6,770 +110.7% 0.58% $765K $57.19
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGIT price (monthly, adj. close)

Other funds also holding VGIT

As of 2025 Q4 — sorted by position size

Heritage Financial Services, LLC 3Y 26.03% LIBRA WEALTH LLC 3Y 17.68% Nova R Wealth, Inc. 3Y 13.36% SCS Capital Management LLC 3Y 7Y 10.62% NEPC LLC 10.39% Kondo Wealth Advisors, Inc. 10.04% Alaethes Wealth, LLC 3Y 9.96% Cliffwater LLC 3Y 7Y 9.71% CYPRESS FINANCIAL PLANNING LLC 3Y 9.58% PROFFITT & GOODSON INC 3Y 7Y 9.11%
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