SEC 13F Intelligence

Cape Ann Savings Bank / VGSH

Cape Ann Savings Bank’s Vanguard Scottsdale Fds Position

Does Cape Ann Savings Bank own Vanguard Scottsdale Fds (VGSH)? Yes — 142.7K shares worth $8M (+4.20% of its 13F portfolio) as of Q1 2026, up from 140.8K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
142.7K
% of Portfolio
+4.20%
Quarters Held
10
currently held

Position History VGSH

Reported value by quarter
Q3 ’23: $9MQ3 ’23Q1 ’24: $9MQ2 ’24: $9MQ2 ’24Q3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $8MQ2 ’25: $8MQ2 ’25Q3 ’25: $8MQ4 ’25: $8MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026142.7K$8M+4.20%
Q4 2025140.8K$8M+4.25%
Q3 2025143.0K$8M+4.49%
Q2 2025141.2K$8M+4.96%
Q1 2025140.6K$8M+5.17%
Q4 2024151.5K$9M+5.19%
Q3 2024151.1K$9M+5.17%
Q2 2024158.0K$9M+5.68%
Q1 2024157.4K$9M+5.73%
Q3 2023152.2K$9M+6.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Cape Ann Savings Bank’s full portfolio or all institutional holders of VGSH.