SEC 13F Intelligence

Gradient Capital Advisors, LLC / VCSH

Gradient Capital Advisors, LLC’s Vanguard Scottsdale Fds Position

Does Gradient Capital Advisors, LLC own Vanguard Scottsdale Fds (VCSH)? Yes180.1K shares worth $14M (+3.30% of its 13F portfolio) as of Q2 2026, up from 176.2K shares the prior filed quarter.

Position Value
$14M
Q2 2026
Shares
180.1K
% of Portfolio
+3.30%
Quarters Held
31
currently held

Position History VCSH

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $6MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $4MQ3 ’20: $5MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $6MQ3 ’21: $5MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $7MQ3 ’22: $6MQ4 ’22: $7MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $7MQ4 ’23: $7MQ4 ’23Q1 ’24: $10MQ2 ’24: $11MQ3 ’24: $11MQ4 ’24: $12MQ4 ’24Q1 ’25: $12MQ2 ’25: $12MQ3 ’25: $13MQ4 ’25: $14MQ4 ’25Q1 ’26: $14MQ2 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026180.1K$14M+3.30%
Q1 2026176.2K$14M+3.62%
Q4 2025171.9K$14M+3.53%
Q3 2025160.1K$13M+3.43%
Q2 2025146.3K$12M+3.44%
Q1 2025157.5K$12M+4.06%
Q4 2024155.9K$12M+3.92%
Q3 2024144.7K$11M+3.80%
Q2 2024141.9K$11M+3.92%
Q1 2024128.6K$10M+3.65%
Q4 202394.9K$7M+2.80%
Q3 202393.0K$7M+2.92%
Q2 202382.4K$6M+2.50%
Q1 202383.3K$6M+2.70%
Q4 202288.5K$7M+3.02%
Q3 202282.7K$6M+2.93%
Q2 202289.2K$7M+3.27%
Q1 202283.0K$6M+2.75%
Q4 202173.3K$6M+2.48%
Q3 202166.2K$5M+2.50%
Q2 202166.6K$6M+2.58%
Q1 202156.4K$5M+2.46%
Q4 202056.7K$5M+2.69%
Q3 202055.2K$5M+2.86%
Q2 202053.7K$4M+3.00%
Q1 202055.7K$4M+3.56%
Q4 201965.7K$5M+3.71%
Q3 201965.1K$5M+3.94%
Q2 201967.1K$5M+4.16%
Q1 201970.4K$6M+4.48%
Q4 201873.3K$6M+4.94%

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