Strategic Financial Partners, Ltd. VCIT — VANGUARD SCOTTSDALE FDS

Ownership history in Strategic Financial Partners, Ltd.  ·  8 quarters on record

AI Ownership Summary

Strategic Financial Partners, Ltd. reported VANGUARD SCOTTSDALE FDS (VCIT) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 1.77% in 2024 Q2. The latest visible filing shows VCIT at 1.47% 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 VCIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Financial Partners, Ltd.'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
2026 Q1

VCIT was reported at 1.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q1

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.

VCIT stock page Strategic Financial Partners, Ltd. fund profile Strategic Financial Partners, Ltd. full holdings
How Strategic Financial Partners, Ltd. held VCIT — position size vs. price
% of Fund (quarterly)    VCIT 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)
2026 Q1 ADDED — — — 40,998 +1,405 +3.5% 1.47% $3.4M 2026-05-01 $82.58
2025 Q4 ADDED — — — 39,593 +167 +0.4% 1.44% $3.3M 2026-02-11 $82.98
2025 Q3 REDUCED — — — 39,426 -17 -0.0% 1.52% $3.3M 2025-11-06 $81.85
2025 Q2 REDUCED — — — 39,443 -482 -1.2% 1.52% $3.3M 2025-08-06 $80.28
2025 Q1 ADDED — — — 39,925 +2,247 +6.0% 1.72% $3.3M 2025-05-06 $77.30
2024 Q4 REDUCED 5.1% +2.6% ❌ 37,678 -2,033 -5.1% 1.54% $3.0M 2025-02-10 $76.11
2024 Q3 REDUCED — — — 39,711 -398 -1.0% 1.70% $3.3M 2024-10-28 $75.80
2024 Q2 INITIATED — — — 40,109 — — 1.77% $3.2M 2024-07-24 $73.97

🏢 Other funds also holding VCIT

As of 2026 Q1 — sorted by position size

Symetra Investment Management Co 3Y 22.46% BUFFALO BUSINESS & ESTATE SERVICES LTD 19.56% Davidson Capital Management Inc. 3Y 19.37% Frisco Financial Planning LLC 17.06% Twin Cities Retirement Group LLC 16.54% FINANCIAL ADVISORY PARTNERS, LLC 15.08% Bishop & Co Investment Management, LLC 3Y 7Y 14.72% SpringVest Wealth Management LLC 14.36% Dodds Wealth, LLC 13.92% Benchmark Financial, LLC 13.09%

FAQ About Strategic Financial Partners, Ltd. and VCIT

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

How long has Strategic Financial Partners, Ltd. reported owning VCIT?

Strategic Financial Partners, Ltd. reported VCIT across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported VCIT position in Strategic Financial Partners, Ltd.'s portfolio?

The largest reported portfolio weight for VCIT was 1.77% in 2024 Q2.

What is the latest reported VCIT position on this page?

The most recent filing on this page is 2026 Q1, when Strategic Financial Partners, Ltd. reported 40,998 shares, equal to 1.47% of portfolio, with an estimated market value of $3.4M.

What does the chart on this VCIT ownership page compare?

The chart compares Strategic Financial Partners, Ltd.'s quarterly VCIT 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 Strategic Financial Partners, Ltd. time their VCIT position?

Based on 13F filing dates vs. subsequent VCIT price moves, Strategic Financial Partners, Ltd. correctly timed 2 out of 7 reported position changes (29%). The annualised alpha on VCIT relative to SPY over the holding period was -5.6%.

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