Ownership history in TD PRIVATE CLIENT WEALTH LLC · 7 quarters on record
This page tracks every 13F SEC filing in which TD PRIVATE CLIENT WEALTH LLC reported a position in VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD (VGSH). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,792,608 | +176,842 | +10.9% | 2.24% | $105.3M | $58.38 |
| 2025 Q3 | ADDED | 1,615,766 | +203,096 | +14.4% | 2.14% | $95.1M | $57.75 |
| 2025 Q2 | ADDED | 1,412,670 | +66,291 | +4.9% | 2.04% | $83.0M | $57.10 |
| 2025 Q1 | ADDED | 1,346,379 | +86,596 | +6.9% | 2.18% | $79.0M | $56.42 |
| 2024 Q4 | ADDED | 1,259,783 | +109,346 | +9.5% | 2.05% | $73.3M | $55.56 |
| 2024 Q3 | ADDED | 1,150,437 | +1,110,052 | +2748.7% | 1.95% | $67.9M | $55.58 |
| 2024 Q2 | INITIATED | 40,385 | — | — | 0.15% | $2.5M | — |
As of 2025 Q4 — sorted by position size