VGIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in Team Hewins, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Team Hewins, 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
0.37% (2025 Q2)
πŸ“Š Avg. % of fund
0.35%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
3

Position Intelligence

Team Hewins, LLC Γ— VGIT AI Analytics

πŸ“‰ Team Hewins, LLC underperformed the S&P 500 by –16.7% annually on this VGIT position. Average cost basis: $58.15. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-16.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 16.7% ann.
2 quarters analyzed

πŸ’° Entry Quality
$58.15
+2.4% vs current ($59.57)

Best entry: $58.14 (2025 Q2)  Β·  Worst: $59.57 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.34% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VGIT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,500 +73 +0.4% 0.34% $1.0M $59.57
2025 Q3 ADDED 17,427 +137 +0.8% 0.35% $1.0M $58.92
2025 Q2 INITIATED 17,290 β€” β€” 0.37% $1.0M $58.14

🏒 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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