Trilogy Capital Inc. VCIT — VANGUARD SCOTTSDALE FDS

Ownership history in Trilogy Capital Inc.  ·  31 quarters on record

AI Ownership Summary

Trilogy Capital Inc. reported VANGUARD SCOTTSDALE FDS (VCIT) in 31 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q1. The latest visible filing shows VCIT at 0.03% 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 VCIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Trilogy Capital Inc.'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
2026 Q2

VCIT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

VCIT stock page Trilogy Capital Inc. fund profile Trilogy Capital Inc. full holdings
How Trilogy Capital Inc. held VCIT — position size vs. price
% of Fund (quarterly)    VCIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 8,856 -250 -2.7% 0.03% $732K 2026-07-06 $82.39
2026 Q1 ADDED — — — 9,106 +796 +9.6% 0.03% $754K 2026-04-22 $82.65
2025 Q4 ADDED — — — 8,310 +400 +5.1% 0.03% $696K 2026-01-22 $82.20
2025 Q3 REDUCED — — — 7,910 -35 -0.4% 0.03% $665K 2025-10-24 $82.13
2025 Q2 UNCHANGED — — — 7,945 — 0% 0.03% $659K 2025-07-18 $78.75
2025 Q1 REDUCED — — — 7,945 -53 -0.7% 0.03% $650K 2025-05-07 $77.14
2024 Q4 ADDED — — — 7,998 +913 +12.9% 0.03% $642K 2025-01-27 $75.65
2024 Q3 ADDED — — — 7,085 +156 +2.3% 0.03% $593K 2024-10-21 $75.79
2024 Q2 REDUCED 14.1% +5.9% ❌ 6,929 -1,135 -14.1% 0.03% $554K 2024-07-23 $73.92
2024 Q1 REDUCED 94.9% -0.1% ✅ 8,064 -149,076 -94.9% 0.04% $649K 2024-04-17 $70.89
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VCIT

As of 2026 Q2 — sorted by position size

Frisco Financial Planning LLC 7.78% Gladwyn Financial Advisors, Inc. 3.12% PVG ASSET MANAGEMENT CORP 3Y 7Y 1.86% Sincerus Advisory, LLC 1.38% CGN Advisors LLC 3Y 0.46% Hobart Private Capital, LLC 3Y 0.31% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.29% STABLEFORD CAPITAL II LLC 3Y 0.2% COLLECTIVE FAMILY OFFICE LLC 3Y 0.17% KERR FINANCIAL PLANNING Corp 0.01%

FAQ About Trilogy Capital Inc. and VCIT

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

How long has Trilogy Capital Inc. reported owning VCIT?

Trilogy Capital Inc. reported VCIT across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VCIT position in Trilogy Capital Inc.'s portfolio?

The largest reported portfolio weight for VCIT was 0.04% in 2024 Q1.

What is the latest reported VCIT position on this page?

The most recent filing on this page is 2026 Q2, when Trilogy Capital Inc. reported 8,856 shares, equal to 0.03% of portfolio, with an estimated market value of $732K.

What does the chart on this VCIT ownership page compare?

The chart compares Trilogy Capital Inc.'s quarterly VCIT 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 Trilogy Capital Inc. time their VCIT position?

Based on 13F filing dates vs. subsequent VCIT price moves, Trilogy Capital Inc. correctly timed 10 out of 29 reported position changes (34%). The annualised alpha on VCIT relative to SPY over the holding period was -9.3%.

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