VGIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in SURIENCE PRIVATE WEALTH LLC  Β·  1 quarter on record

This page tracks every 13F SEC filing in which SURIENCE PRIVATE WEALTH LLC reported a position in VANGUARD SCOTTSDALE FDS (VGIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.86% (2025 Q3)
πŸ“Š Avg. % of fund
1.86%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
1
% of Fund (quarterly)    VGIT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 33,803 β€” β€” 1.86% $2.0M $58.92

🏒 Other funds also holding VGIT

As of 2025 Q4 β€” sorted by position size

Heritage Financial Services, LLC 3Y 26.03% LIBRA WEALTH LLC 3Y 17.68% Nova R Wealth, Inc. 3Y 13.36% SCS Capital Management LLC 3Y 7Y 10.62% NEPC LLC 10.39% Kondo Wealth Advisors, Inc. 10.04% Alaethes Wealth, LLC 3Y 9.96% Cliffwater LLC 3Y 7Y 9.71% CYPRESS FINANCIAL PLANNING LLC 3Y 9.58% PROFFITT & GOODSON INC 3Y 7Y 9.11%
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