SEC 13F Intelligence

Capital Investment Advisors, LLC / VGSH

Capital Investment Advisors, LLC’s Vanguard Scottsdale Fds Position

Does Capital Investment Advisors, LLC own Vanguard Scottsdale Fds (VGSH)? Yes — 1.14M shares worth $66M (+0.97% of its 13F portfolio) as of Q1 2026, up from 125.4K shares the prior filed quarter.

Position Value
$66M
Q1 2026
Shares
1.14M
% of Portfolio
+0.97%
Quarters Held
3
currently held

Position History VGSH

Reported value by quarter
Q1 ’25: $206,295Q1 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $66MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.14M$66M+0.97%
Q4 2025125.4K$7M+0.11%
Q1 20253.5K$206,2950.00%

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