Transce3nd, LLC VGSLX — VANGUARD REIT INDEX FUND ADMIRAL CLASS

Ownership history in Transce3nd, LLC  ·  6 quarters on record

AI Ownership Summary

Transce3nd, LLC reported VANGUARD REIT INDEX FUND ADMIRAL CLASS (VGSLX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows VGSLX at 0.02% 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 VGSLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Transce3nd, LLC's position in VANGUARD REIT INDEX FUND ADMIRAL CLASS, 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

VGSLX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 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.

VGSLX stock page Transce3nd, LLC fund profile Transce3nd, LLC full holdings
How Transce3nd, LLC held VGSLX — position size vs. price
% of Fund (quarterly)    VGSLX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 23 -9 -28.1% 0.02% $3K 2026-05-07 $136.64
2025 Q4 UNCHANGED — — — 32 — 0% 0.03% $4K 2026-02-06 $129.36
2025 Q3 REDUCED 72.9% -1.8% ✅ 32 -86 -72.9% 0.04% $4K 2025-11-12 $125.72
2025 Q2 REDUCED 23.4% +3.2% ❌ 118 -36 -23.4% 0.01% $15K 2025-08-13 $123.62
2025 Q1 ADDED — — — 154 +1 +0.7% 0.01% $19K 2025-05-05 $121.99
2024 Q4 INITIATED — — — 153 — — 0.01% $20K 2025-02-13 $124.15

🏢 Other funds also holding VGSLX

As of 2026 Q1 — sorted by position size

FIRST MERCHANTS CORP 3Y 7Y 0.05% Kohmann Bosshard Financial Services, LLC 3Y 7Y 0.01% McIlrath & Eck, LLC 3Y 7Y 0.0% Coston, McIsaac & Partners 3Y 0.0% McMillan Office, Inc. 0.0%

FAQ About Transce3nd, LLC and VGSLX

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

How long has Transce3nd, LLC reported owning VGSLX?

Transce3nd, LLC reported VGSLX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VGSLX position in Transce3nd, LLC's portfolio?

The largest reported portfolio weight for VGSLX was 0.04% in 2025 Q3.

What is the latest reported VGSLX position on this page?

The most recent filing on this page is 2026 Q1, when Transce3nd, LLC reported 23 shares, equal to 0.02% of portfolio, with an estimated market value of $3K.

What does the chart on this VGSLX ownership page compare?

The chart compares Transce3nd, LLC's quarterly VGSLX 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 Transce3nd, LLC time their VGSLX position?

Based on 13F filing dates vs. subsequent VGSLX price moves, Transce3nd, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on VGSLX relative to SPY over the holding period was -7.9%.

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