Total Wealth Planning, LLC / VCSH
Total Wealth Planning, LLC’s Vanguard Scottsdale Fds Position
Does Total Wealth Planning, LLC own Vanguard Scottsdale Fds (VCSH)? Yes — 41.1K shares worth $3M (+7.00% of its 13F portfolio) as of Q4 2025, down from 646.4K shares the prior filed quarter.
Position Value
$3M
Q4 2025
Shares
41.1K
% of Portfolio
+7.00%
Quarters Held
28
currently held
Position History VCSH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 41.1K | $3M | +7.00% |
| Q3 2025 | 646.4K | $52M | +5.98% |
| Q2 2025 | 613.2K | $49M | +6.16% |
| Q1 2025 | 626.8K | $49M | +7.57% |
| Q4 2024 | 620.5K | $48M | +7.54% |
| Q3 2024 | 614.6K | $49M | +7.62% |
| Q2 2024 | 674.8K | $53M | +8.62% |
| Q1 2024 | 774.4K | $60M | +10.29% |
| Q4 2023 | 791.7K | $61M | +11.11% |
| Q3 2023 | 791.1K | $59M | +12.15% |
| Q2 2023 | 740.7K | $56M | +11.67% |
| Q1 2023 | 727.5K | $55M | +12.23% |
| Q4 2022 | 701.2K | $53M | +13.06% |
| Q3 2022 | 758.2K | $56M | +15.99% |
| Q2 2022 | 707.8K | $54M | +15.62% |
| Q1 2022 | 773.2K | $60M | +16.31% |
| Q4 2021 | 414.4K | $33M | +20.42% |
| Q3 2021 | 778.6K | $64M | +23.28% |
| Q2 2021 | 735.5K | $61M | +23.86% |
| Q1 2021 | 665.9K | $55M | +23.30% |
| Q4 2020 | 592.4K | $49M | +22.79% |
| Q3 2020 | 534.1K | $44M | +22.96% |
| Q2 2020 | 449.8K | $37M | +20.60% |
| Q1 2020 | 443.6K | $35M | +22.82% |
| Q4 2019 | 485.8K | $39M | +20.99% |
| Q3 2019 | 457.4K | $37M | +21.06% |
| Q2 2019 | 440.5K | $36M | +20.99% |
| Q1 2019 | 414.4K | $33M | +20.42% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Total Wealth Planning, LLC’s full portfolio or all institutional holders of VCSH.