VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in Values First Advisors, Inc.  ·  17 quarters on record

This page tracks every 13F SEC filing in which Values First Advisors, 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.

Peak position
5.06% (2024 Q3)
Avg. % of fund
3.23%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 161,413 +8,128 +5.3% 4.92% $9.5M $58.38
2025 Q3 ADDED 153,285 +25,643 +20.1% 4.83% $9.0M $57.75
2025 Q2 REDUCED 127,642 -4,099 -3.1% 4.09% $7.5M $57.10
2025 Q1 ADDED 131,741 +647 +0.5% 4.51% $7.7M $56.42
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGSH price (monthly, adj. close)

Other funds also holding VGSH

As of 2025 Q4 — sorted by position size

INSIGHT 2811, INC. 3Y 7Y 21.34% Strata Wealth Advisors, LLC 14.79% Cornerstone Wealth Advisors, Inc. 3Y 12.97% MAYPORT, LLC 3Y 12.93% Vernal Point Advisors, LLC 11.82% Cordant, Inc. 3Y 11.54% Five Oceans Advisors 3Y 11.47% Wright Wealth LLC 11.34% Chemistry Wealth Management LLC 3Y 11.34% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 10.62%
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