SEC 13F Intelligence

Ameriserv Wealth Advisors / VGSH

Ameriserv Wealth Advisors’s Vanguard Scottsdale Fds Position

Does Ameriserv Wealth Advisors own Vanguard Scottsdale Fds (VGSH)? Yes — 99.7K shares worth $6M (+3.72% of its 13F portfolio) as of Q1 2026, down from 108.0K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
99.7K
% of Portfolio
+3.72%
Quarters Held
8
currently held

Position History VGSH

Reported value by quarter
Q2 ’23: $371,492Q2 ’23Q3 ’23: $814,867Q3 ’23Q4 ’24: $7MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $10MQ2 ’25Q3 ’25: $9MQ3 ’25Q4 ’25: $6MQ4 ’25Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202699.7K$6M+3.72%
Q4 2025108.0K$6M+3.69%
Q3 2025156.5K$9M+4.65%
Q2 2025175.6K$10M+5.10%
Q1 2025119.2K$7M+4.05%
Q4 2024128.2K$7M+4.03%
Q3 202314.1K$814,867+1.51%
Q2 20236.4K$371,492+0.70%

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