VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in Whitcomb & Hess, Inc.  ·  15 quarters on record

This page tracks every 13F SEC filing in which Whitcomb & Hess, 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
4.35% (2022 Q3)
Avg. % of fund
3.89%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 262,238 +26,952 +11.5% 3.63% $15.4M $58.38
2025 Q3 ADDED 235,286 +18,124 +8.3% 3.56% $13.8M $57.75
2025 Q2 ADDED 217,162 +3,707 +1.7% 3.60% $12.8M $57.10
2025 Q1 ADDED 213,455 +1,641 +0.8% 3.79% $12.5M $56.42
11 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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