SEC 13F Intelligence

Retirement Planning Group, LLC / VGSH

Retirement Planning Group, LLC’s Vanguard Scottsdale Fds Position

Does Retirement Planning Group, LLC own Vanguard Scottsdale Fds (VGSH)? Yes979.1K shares worth $57M (+1.78% of its 13F portfolio) as of Q1 2026, down from 1.20M shares the prior filed quarter.

Position Value
$57M
Q1 2026
Shares
979.1K
% of Portfolio
+1.78%
Quarters Held
13
currently held

Position History VGSH

Reported value by quarter
Q2 ’21: $1MQ2 ’21Q3 ’21: $419,000Q4 ’21: $340,000Q4 ’21Q1 ’22: $239,000Q1 ’24: $7MQ1 ’24Q2 ’24: $7MQ3 ’24: $7MQ3 ’24Q4 ’24: $7MQ1 ’25: $6MQ1 ’25Q2 ’25: $5MQ3 ’25: $67MQ3 ’25Q4 ’25: $71MQ1 ’26: $57MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026979.1K$57M+1.78%
Q4 20251.20M$71M+2.32%
Q3 20251.14M$67M+2.34%
Q2 202586.9K$5M+0.22%
Q1 2025105.4K$6M+0.29%
Q4 2024112.0K$7M+0.33%
Q3 2024116.0K$7M+0.37%
Q2 2024118.8K$7M+0.44%
Q1 2024120.3K$7M+0.54%
Q1 20224.0K$239,000+0.03%
Q4 20215.6K$340,000+0.03%
Q3 20216.8K$419,000+0.05%
Q2 202121.8K$1M+0.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Retirement Planning Group, LLC’s full portfolio or all institutional holders of VGSH.