Ownership history in Valmark Advisers, Inc. · 31 quarters on record
This page tracks every 13F SEC filing in which Valmark Advisers, Inc. 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 3,106,042 | +92,729 | +3.1% | 2.29% | $186.1M | $59.57 |
| 2025 Q3 | ADDED | 3,013,313 | +124,742 | +4.3% | 2.34% | $180.9M | $58.92 |
| 2025 Q2 | ADDED | 2,888,571 | +106,554 | +3.8% | 2.40% | $172.8M | $58.14 |
| 2025 Q1 | ADDED | 2,782,017 | +268,472 | +10.7% | 2.49% | $165.3M | $57.19 |
| 2024 Q4 | ADDED | 2,513,545 | +1,441,121 | +134.4% | 2.26% | $145.8M | $55.49 |
| 2024 Q3 | ADDED | 1,072,424 | +59,508 | +5.9% | 1.01% | $64.8M | $57.09 |
| 2024 Q2 | ADDED | 1,012,916 | +23,723 | +2.4% | 1.00% | $59.0M | $54.51 |
| 2024 Q1 | ADDED | 989,193 | +33,631 | +3.5% | 1.01% | $57.9M | $54.31 |
| 2023 Q4 | ADDED | 955,562 | +11,166 | +1.2% | 1.06% | $56.7M | $54.73 |
| 2023 Q3 | ADDED | 944,396 | +23,081 | +2.5% | 1.12% | $54.0M | $52.17 |
As of 2025 Q4 — sorted by position size