VCSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in STEPHEN J. GARRY & ASSOCIATES, LLC  Β·  5 quarters on record

AI Ownership Summary

STEPHEN J. GARRY & ASSOCIATES, LLC reported VANGUARD SCOTTSDALE FDS (VCSH) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 6.4% in 2024 Q4. The latest visible filing shows VCSH at 1.96% 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.

What this VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was STEPHEN J. GARRY & ASSOCIATES, 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 Q4

VCSH was reported at 1.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.4% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

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 STEPHEN J. GARRY & ASSOCIATES, LLC held VCSH β€” position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 30,997 -2,677 -7.9% 1.96% $2.5M 2026-02-14 (Est.) $79.53
2025 Q3 REDUCED 33,674 -2,105 -5.9% 2.15% $2.7M 2025-11-12 $78.31
2025 Q2 REDUCED 35,779 -2,227 -5.9% 2.46% $2.8M 2025-07-23 $76.72
2025 Q1 REDUCED 38,006 -36,724 -49.1% 2.81% $3.0M 2025-05-13 $75.50
2024 Q4 INITIATED 74,730 β€” β€” 6.40% $5.8M 2025-02-14 $74.48

FAQ About STEPHEN J. GARRY & ASSOCIATES, LLC and VCSH

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

How long has STEPHEN J. GARRY & ASSOCIATES, LLC reported owning VCSH?

STEPHEN J. GARRY & ASSOCIATES, LLC reported VCSH across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VCSH position in STEPHEN J. GARRY & ASSOCIATES, LLC's portfolio?

The largest reported portfolio weight for VCSH was 6.40% in 2024 Q4.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2025 Q4, when STEPHEN J. GARRY & ASSOCIATES, LLC reported 30,997 shares, equal to 1.96% of portfolio, with an estimated market value of $2.5M.

What does the chart on this VCSH ownership page compare?

The chart compares STEPHEN J. GARRY & ASSOCIATES, LLC's quarterly VCSH 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.

← Back to STEPHEN J. GARRY & ASSOCIATES, LLC Holdings