Evensky & Katz LLC’s Vanguard Scottsdale Fds Position
Does Evensky & Katz LLC own Vanguard Scottsdale Fds (VGSH)? Yes — 1.32M shares worth $78M (+4.41% of its 13F portfolio) as of Q1 2026, up from 1.27M shares the prior filed quarter.
Position Value
$78M
Q1 2026
Shares
1.32M
% of Portfolio
+4.41%
Quarters Held
19
currently held
Position History VGSH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.32M | $78M | +4.41% |
| Q4 2025 | 1.27M | $74M | +4.20% |
| Q3 2025 | 1.22M | $72M | +4.17% |
| Q2 2025 | 1.18M | $69M | +4.22% |
| Q1 2025 | 1.16M | $68M | +4.56% |
| Q4 2024 | 1.13M | $66M | +4.31% |
| Q3 2024 | 1.09M | $64M | +4.17% |
| Q2 2024 | 1.06M | $61M | +4.27% |
| Q1 2024 | 1.06M | $62M | +4.35% |
| Q4 2023 | 1.09M | $64M | +4.78% |
| Q3 2023 | 1.03M | $59M | +5.05% |
| Q2 2023 | 1.02M | $59M | +4.46% |
| Q1 2023 | 580.7K | $34M | +2.74% |
| Q4 2022 | 558.6K | $32M | +2.91% |
| Q1 2020 | 33 | $2,000 | 0.00% |
| Q4 2019 | 50 | $3,000 | 0.00% |
| Q3 2019 | 1.3K | $80,000 | +0.01% |
| Q2 2019 | 637 | $39,000 | +0.01% |
| Q1 2019 | 4.7K | $284,000 | +0.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Evensky & Katz LLC’s full portfolio or all institutional holders of VGSH.