VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in Schulz Wealth, LTD.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Schulz Wealth, 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
1.87% (2025 Q2)
Avg. % of fund
1.76%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 46,843 -781 -1.6% 1.76% $2.8M $58.38
2025 Q3 ADDED 47,624 +5,174 +12.2% 1.85% $2.8M $57.75
2025 Q2 ADDED 42,450 +7,907 +22.9% 1.87% $2.5M $57.10
2025 Q1 INITIATED 34,543 — — 1.55% $2.0M $56.42
% 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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