VCSH — Vanguard Scottsdale Fund Short Term Crp

Ownership history in WealthPLAN Partners, LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Vanguard Scottsdale Fund Short Term Crp (VCSH). 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
1.08% (2017 Q2)
Avg. % of fund
0.25%
First filed
2015 Q4
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,955 +72 +2.5% 0.04% $236K $78.20
2025 Q2 REDUCED 2,883 -19 -0.7% 0.04% $229K $76.93
2025 Q1 REDUCED 2,902 -1 -0.0% 0.03% $229K $75.55
2024 Q4 ADDED 2,903 +1,440 +98.4% 0.03% $226K $74.15
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VCSH price (monthly, adj. close)

Other funds also holding VCSH

As of 2025 Q4 — sorted by position size

BCK Partners, Inc. 3Y 23.87% John A. Wolfe & Associates, Inc. 23.38% Eaton-Cambridge Inc. 16.18% FIDELIS iM, LLC 3Y 14.91% McCarthy Asset Management, Inc. 3Y 13.96% Adaptive Financial Consulting, LLC 3Y 12.09% Marks Wealth, LLC 3Y 10.97% Liquid Strategies, LLC 3Y 10.96% Quaker Wealth Management, LLC 3Y 10.44% AllSquare Wealth Management LLC 3Y 7Y 10.44%
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