VGSH VANGUARD SCOTTSDALE FDS

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

AI Ownership Summary

Whitcomb & Hess, Inc. reported VANGUARD SCOTTSDALE FDS (VGSH) in 15 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.13% in 2023 Q3. The latest visible filing shows VGSH at 3.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VGSH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Whitcomb & Hess, Inc.'s position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VGSH was reported at 3.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.13% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Whitcomb & Hess, Inc. held VGSH — position size vs. price
% of Fund (quarterly)    VGSH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 262,238 +26,952 +11.5% 3.63% $15.4M 2026-02-14 (Est.) $58.72
2025 Q3 ADDED 235,286 +18,124 +8.3% 3.56% $13.8M 2025-10-09 $57.82
2025 Q2 ADDED 217,162 +3,707 +1.7% 3.60% $12.8M 2025-07-03 $56.97
2025 Q1 ADDED 213,455 +1,641 +0.8% 3.79% $12.5M 2025-04-08 $56.64
2024 Q4 ADDED 211,814 +3,343 +1.6% 3.81% $12.3M 2025-01-22 $55.63
2024 Q3 REDUCED 208,471 -5,242 -2.5% 3.66% $12.3M 2024-10-02 $55.62
2024 Q2 ADDED 213,713 +8,373 +4.1% 3.86% $12.4M 2024-07-11 $54.32
2024 Q1 ADDED 205,340 +11,402 +5.9% 3.83% $11.9M 2024-04-15 $53.34
2023 Q4 ADDED 193,938 +2,195 +1.1% 3.89% $11.3M 2024-01-17 $53.42
2023 Q3 ADDED 191,743 +1,916 +1.0% 4.13% $11.0M 2023-10-18 $52.05
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Whitcomb & Hess, Inc. and VGSH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Whitcomb & Hess, Inc. reported owning VGSH?

Whitcomb & Hess, Inc. reported VGSH across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VGSH position in Whitcomb & Hess, Inc.'s portfolio?

The largest reported portfolio weight for VGSH was 4.13% in 2023 Q3.

What is the latest reported VGSH position on this page?

The most recent filing on this page is 2025 Q4, when Whitcomb & Hess, Inc. reported 262,238 shares, equal to 3.63% of portfolio, with an estimated market value of $15.4M.

What does the chart on this VGSH ownership page compare?

The chart compares Whitcomb & Hess, Inc.'s quarterly VGSH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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