VMBS β€” VANGUARD SCOTTSDALE FDS

Ownership history in Whitcomb & Hess, Inc.  Β·  19 quarters on record

AI Ownership Summary

Whitcomb & Hess, Inc. reported VANGUARD SCOTTSDALE FDS (VMBS) in 19 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 4.96% in 2023 Q3. The latest visible filing shows VMBS at 4.42% 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 VMBS 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

VMBS was reported at 4.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.96% 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 VMBS β€” position size vs. price
% of Fund (quarterly)    VMBS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 396,602 +32,148 +8.8% 4.42% $18.7M 2026-02-14 (Est.) $47.54
2025 Q3 ADDED 364,454 +32,048 +9.6% 4.40% $17.1M 2025-10-09 $46.04
2025 Q2 ADDED 332,406 +6,401 +2.0% 4.34% $15.4M 2025-07-03 $44.72
2025 Q1 ADDED 326,005 +1,994 +0.6% 4.57% $15.1M 2025-04-08 $43.96
2024 Q4 ADDED 324,011 +1,249 +0.4% 4.54% $14.7M 2025-01-22 $43.17
2024 Q3 REDUCED 322,762 -8,468 -2.6% 4.53% $15.2M 2024-10-02 $44.41
2024 Q2 ADDED 331,230 +14,062 +4.4% 4.69% $15.0M 2024-07-11 $42.80
2024 Q1 ADDED 317,168 +20,473 +6.9% 4.65% $14.5M 2024-04-15 $40.96
2023 Q4 REDUCED 296,695 -6,509 -2.1% 4.73% $13.8M 2024-01-17 $41.82
2023 Q3 ADDED 303,204 +1,102 +0.4% 4.96% $13.3M 2023-10-18 $38.54
9 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Whitcomb & Hess, Inc. and VMBS

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 VMBS?

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

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

The largest reported portfolio weight for VMBS was 4.96% in 2023 Q3.

What is the latest reported VMBS position on this page?

The most recent filing on this page is 2025 Q4, when Whitcomb & Hess, Inc. reported 396,602 shares, equal to 4.42% of portfolio, with an estimated market value of $18.7M.

What does the chart on this VMBS ownership page compare?

The chart compares Whitcomb & Hess, Inc.'s quarterly VMBS 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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