VCSH β€” VANGUARD SCOTTSDALE FDS

Ownership history in Valley Financial Group, Inc.  Β·  9 quarters on record

AI Ownership Summary

Valley Financial Group, Inc. reported VANGUARD SCOTTSDALE FDS (VCSH) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.48% in 2023 Q4. The latest visible filing shows VCSH at 1.13% 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 VCSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Valley Financial Group, 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
2025 Q4

VCSH was reported at 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.48% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How Valley Financial Group, Inc. held VCSH β€” position size vs. price
% of Fund (quarterly)    VCSH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 25,274 -11,704 -31.7% 1.13% $2.0M 2026-02-14 (Est.) $79.53
2025 Q3 REDUCED 36,978 -2,198 -5.6% 1.68% $3.0M 2025-11-14 $78.18
2025 Q2 ADDED 39,176 +341 +0.9% 1.89% $3.1M 2025-08-14 $77.29
2025 Q1 REDUCED 38,835 -313 -0.8% 2.03% $3.1M 2025-05-14 $75.35
2024 Q4 REDUCED 39,148 -176 -0.4% 2.12% $3.1M 2025-02-14 $74.48
2024 Q3 REDUCED 39,324 -2,178 -5.2% 2.18% $3.1M 2024-11-14 $73.42
2024 Q2 ADDED 41,502 +170 +0.4% 2.36% $3.2M 2024-08-14 $73.15
2024 Q1 ADDED 41,332 +422 +1.0% 2.43% $3.2M 2024-05-15 $71.09
2023 Q4 INITIATED 40,910 β€” β€” 2.48% $3.2M 2024-02-14 $70.32

FAQ About Valley Financial Group, Inc. and VCSH

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

How long has Valley Financial Group, Inc. reported owning VCSH?

Valley Financial Group, Inc. reported VCSH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VCSH position in Valley Financial Group, Inc.'s portfolio?

The largest reported portfolio weight for VCSH was 2.48% in 2023 Q4.

What is the latest reported VCSH position on this page?

The most recent filing on this page is 2025 Q4, when Valley Financial Group, Inc. reported 25,274 shares, equal to 1.13% of portfolio, with an estimated market value of $2.0M.

What does the chart on this VCSH ownership page compare?

The chart compares Valley Financial Group, Inc.'s quarterly VCSH 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.

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