VTC VANGUARD SCOTTSDALE FDS

Ownership history in Sensible Financial Planning & Management, LLC.  ·  12 quarters on record

AI Ownership Summary

Sensible Financial Planning & Management, LLC. reported VANGUARD SCOTTSDALE FDS (VTC) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.33% in 2025 Q1. The latest visible filing shows VTC at 2.09% 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 VTC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sensible Financial Planning & 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
2025 Q3

VTC was reported at 2.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% 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
2023 Q4 to 2025 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.

How Sensible Financial Planning & Management, LLC. held VTC — position size vs. price
% of Fund (quarterly)    VTC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 146,989 +3,338 +2.3% 2.09% $11.5M 2025-11-14 (Est.) $76.15
2025 Q2 REDUCED 143,651 -8,583 -5.6% 2.11% $11.1M 2025-08-08 $74.75
2025 Q1 ADDED 152,234 +10,570 +7.5% 2.33% $11.7M 2025-04-28 $72.88
2024 Q4 ADDED 141,664 +11,028 +8.4% 2.22% $10.7M 2025-02-07 $71.90
2024 Q3 REDUCED 130,636 -444 -0.3% 2.05% $10.4M 2024-10-28 $71.76
2024 Q2 ADDED 131,080 +3,880 +3.1% 2.14% $9.9M 2024-07-18 $70.59
2024 Q1 ADDED 127,200 +30,050 +30.9% 2.15% $9.7M 2024-05-06 $68.88
2023 Q4 ADDED 97,150 +11,077 +12.9% 1.77% $7.5M 2024-02-02 $69.55
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sensible Financial Planning & Management, LLC. and VTC

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

How long has Sensible Financial Planning & Management, LLC. reported owning VTC?

Sensible Financial Planning & Management, LLC. reported VTC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VTC position in Sensible Financial Planning & Management, LLC.'s portfolio?

The largest reported portfolio weight for VTC was 2.33% in 2025 Q1.

What is the latest reported VTC position on this page?

The most recent filing on this page is 2025 Q3, when Sensible Financial Planning & Management, LLC. reported 146,989 shares, equal to 2.09% of portfolio, with an estimated market value of $11.5M.

What does the chart on this VTC ownership page compare?

The chart compares Sensible Financial Planning & Management, LLC.'s quarterly VTC 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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