StrongBox Wealth, LLC VGIT — VANGUARD SCOTTSDALE FDS

Ownership history in StrongBox Wealth, LLC  ·  11 quarters on record

AI Ownership Summary

StrongBox Wealth, LLC reported VANGUARD SCOTTSDALE FDS (VGIT) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.55% in 2023 Q4. The latest visible filing shows VGIT at 1.66% 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 VGIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was StrongBox Wealth, 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

VGIT was reported at 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.55% in 2023 Q4

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 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.

VGIT stock page StrongBox Wealth, LLC fund profile StrongBox Wealth, LLC full holdings
How StrongBox Wealth, LLC held VGIT — position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51.7% -0.0% ✅ 84,325 -90,261 -51.7% 1.66% $5.1M 2026-02-14 (Est.) $59.83
2025 Q3 ADDED — — — 174,586 +12,252 +7.5% 3.55% $10.5M 2025-10-07 $58.67
2025 Q2 ADDED — — — 162,334 +8,174 +5.3% 3.68% $9.7M 2025-07-09 $57.48
2025 Q1 ADDED — — — 154,160 +3,248 +2.2% 3.82% $9.2M 2025-05-13 $56.58
2024 Q4 ADDED — — — 150,912 +9,794 +6.9% 3.71% $8.8M 2025-01-14 $54.63
2024 Q3 ADDED — — — 141,118 +21,836 +18.3% 3.65% $8.5M 2024-11-12 $55.00
2024 Q2 REDUCED 9.3% +4.7% ❌ 119,282 -12,303 -9.3% 3.28% $6.9M 2024-08-12 $55.97
2024 Q1 UNCHANGED — — — 131,585 — 0% 4.55% $7.8M 2024-04-26 $52.90
2023 Q4 ADDED — — — 131,585 +37,168 +39.4% 4.55% $7.8M 2024-01-08 $54.11
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VGIT

As of 2026 Q1 — sorted by position size

LIBRA WEALTH LLC 3Y 18.23% BIRCHBROOK, INC. 17.13% OneAscent Investment Solutions LLC 15.99% Emprise Bank 14.07% Nova R Wealth, Inc. 3Y 12.86% MASTER'S WEALTH MANAGEMENT INC. 12.4% MASECO LLP 12.12% HBE Wealth Management, LLC 10.41% Bangor Savings Bank 3Y 7Y 10.12% CYPRESS FINANCIAL PLANNING LLC 3Y 10.04%

FAQ About StrongBox Wealth, LLC and VGIT

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

How long has StrongBox Wealth, LLC reported owning VGIT?

StrongBox Wealth, LLC reported VGIT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VGIT position in StrongBox Wealth, LLC's portfolio?

The largest reported portfolio weight for VGIT was 4.55% in 2023 Q4.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2025 Q4, when StrongBox Wealth, LLC reported 84,325 shares, equal to 1.66% of portfolio, with an estimated market value of $5.1M.

What does the chart on this VGIT ownership page compare?

The chart compares StrongBox Wealth, LLC's quarterly VGIT 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 StrongBox Wealth, LLC time their VGIT position?

Based on 13F filing dates vs. subsequent VGIT price moves, StrongBox Wealth, LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on VGIT relative to SPY over the holding period was -11.6%.

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