VGIT — VANGUARD SCOTTSDALE FDS

Ownership history in WEALTH MANAGEMENT RESOURCES, INC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which WEALTH MANAGEMENT RESOURCES, 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.

Peak position
0.1% (2025 Q3)
Avg. % of fund
0.09%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,040 +530 +11.8% 0.10% $303K $58.92
2025 Q2 ADDED 4,510 +500 +12.5% 0.09% $270K $58.14
2025 Q1 INITIATED 4,010 — — 0.09% $238K $57.19
% of Fund (quarterly)    VGIT price (monthly, adj. close)

Other funds also holding VGIT

As of 2025 Q4 — sorted by position size

Heritage Financial Services, LLC 3Y 26.03% LIBRA WEALTH LLC 3Y 17.68% Nova R Wealth, Inc. 3Y 13.36% SCS Capital Management LLC 3Y 7Y 10.62% NEPC LLC 10.39% Kondo Wealth Advisors, Inc. 10.04% Alaethes Wealth, LLC 3Y 9.96% Cliffwater LLC 3Y 7Y 9.71% CYPRESS FINANCIAL PLANNING LLC 3Y 9.58% PROFFITT & GOODSON INC 3Y 7Y 9.11%
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