Sensible Financial Planning & Management, LLC. 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.

VTC stock page Sensible Financial Planning & Management, LLC. fund profile Sensible Financial Planning & Management, LLC. full holdings
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 Sold % After 3M Timing 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.) $75.52
2025 Q2 REDUCED 5.6% +2.7% ❌ 143,651 -8,583 -5.6% 2.11% $11.1M 2025-08-08 $74.14
2025 Q1 ADDED — — — 152,234 +10,570 +7.5% 2.33% $11.7M 2025-04-28 $72.28
2024 Q4 ADDED — — — 141,664 +11,028 +8.4% 2.22% $10.7M 2025-02-07 $71.31
2024 Q3 REDUCED — — — 130,636 -444 -0.3% 2.05% $10.4M 2024-10-28 $71.17
2024 Q2 ADDED — — — 131,080 +3,880 +3.1% 2.14% $9.9M 2024-07-18 $70.01
2024 Q1 ADDED — — — 127,200 +30,050 +30.9% 2.15% $9.7M 2024-05-06 $68.31
2023 Q4 ADDED — — — 97,150 +11,077 +12.9% 1.77% $7.5M 2024-02-02 $68.98
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTC

As of 2026 Q1 — sorted by position size

Raine Group LLC 3Y 28.49% NEPC LLC 7.16% Warwick Investment Management, Inc. 3Y 3.83% Wedmont Private Capital 3Y 3.37% Capital Asset Advisory Services LLC 3Y 7Y 2.13% Valpey Financial Services, LLC 1.89% Mill Creek Capital Advisors, LLC 3Y 1.48% North Dakota State Investment Board 1.21% Transmarket Holdings LP 1.09% Drucker Wealth 3.0, LLC 1.05%

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.

How well did Sensible Financial Planning & Management, LLC. time their VTC position?

Based on 13F filing dates vs. subsequent VTC price moves, Sensible Financial Planning & Management, LLC. correctly timed 6 out of 11 reported position changes (55%). The annualised alpha on VTC relative to SPY over the holding period was -13.3%.

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