VCIT — VANGUARD SCOTTSDALE FDS

Ownership history in Stone Summit Wealth LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Stone Summit Wealth LLC reported a position in VANGUARD SCOTTSDALE FDS (VCIT). 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
2.76% (2025 Q1)
Avg. % of fund
1.84%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 93,831 -189 -0.2% 2.13% $7.9M $83.12
2025 Q3 REDUCED 94,020 -2,079 -2.2% 2.24% $7.9M $82.18
2025 Q2 REDUCED 96,099 -3,474 -3.5% 2.47% $8.0M $80.05
2025 Q1 ADDED 99,573 +1,452 +1.5% 2.76% $8.1M $78.01
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VCIT price (monthly, adj. close)

Other funds also holding VCIT

As of 2025 Q4 — sorted by position size

AOZORA BANK, LTD. 3Y 7Y 79.7% Davidson Capital Management Inc. 3Y 16.42% FINANCIAL ADVISORY PARTNERS, LLC 15.11% Bishop & Co Investment Management, LLC 3Y 7Y 13.42% Dodds Wealth, LLC 13.38% Evergreen Advisors, LLC 3Y 7Y 11.92% Capital Advantage, Inc. 3Y 7Y 11.34% Newton One Investments LLC 3Y 11.16% NEPC LLC 10.87% CYPRESS FINANCIAL PLANNING LLC 3Y 10.24%
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