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 (VGSH). 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 | 1,348,251 | +36,495 | +2.8% | 0.98% | $79.2M | $58.38 |
| 2025 Q3 | ADDED | 1,311,756 | +38,171 | +3.0% | 1.00% | $77.2M | $57.75 |
| 2025 Q2 | ADDED | 1,273,585 | +10,157 | +0.8% | 1.04% | $74.9M | $57.10 |
| 2025 Q1 | REDUCED | 1,263,428 | -8,547 | -0.7% | 1.12% | $74.2M | $56.42 |
| 2024 Q4 | REDUCED | 1,271,975 | -1,268,500 | -49.9% | 1.15% | $74.0M | $55.56 |
| 2024 Q3 | ADDED | 2,540,475 | +128,764 | +5.3% | 2.34% | $149.9M | $55.58 |
| 2024 Q2 | ADDED | 2,411,711 | +177,075 | +7.9% | 2.37% | $139.9M | $54.03 |
| 2024 Q1 | ADDED | 2,234,636 | +41,114 | +1.9% | 2.26% | $129.8M | $53.54 |
| 2023 Q4 | ADDED | 2,193,522 | +156,959 | +7.7% | 2.39% | $127.9M | $53.42 |
| 2023 Q3 | ADDED | 2,036,563 | +20,973 | +1.0% | 2.43% | $117.3M | $52.07 |
As of 2025 Q4 — sorted by position size