VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in Signify Wealth  ·  6 quarters on record

This page tracks every 13F SEC filing in which Signify Wealth 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
9.42% (2024 Q1)
Avg. % of fund
8.48%
First filed
2023 Q3
Last filed
2024 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 132,253 +9,170 +7.5% 8.68% $7.7M $55.56
2024 Q3 ADDED 123,083 +22,389 +22.2% 8.90% $7.3M $55.58
2024 Q2 ADDED 100,694 +2,916 +3.0% 8.40% $5.8M $54.03
2024 Q1 ADDED 97,778 +16,541 +20.4% 9.42% $5.7M $53.54
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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