SEC 13F Intelligence

Wade Financial Advisory, Inc / VGIT

Wade Financial Advisory, Inc’s Vanguard Scottsdale Fds Position

Does Wade Financial Advisory, Inc own Vanguard Scottsdale Fds (VGIT)? Yes — 283.6K shares worth $17M (+5.77% of its 13F portfolio) as of Q1 2025, up from 280.8K shares the prior filed quarter.

Position Value
$17M
Q1 2025
Shares
283.6K
% of Portfolio
+5.77%
Quarters Held
8
currently held

Position History VGIT

Reported value by quarter
Q1 ’23: $7MQ1 ’23Q2 ’23: $8MQ2 ’23Q4 ’23: $11MQ4 ’23Q1 ’24: $13MQ1 ’24Q2 ’24: $14MQ2 ’24Q3 ’24: $15MQ3 ’24Q4 ’24: $16MQ4 ’24Q1 ’25: $17MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025283.6K$17M+5.77%
Q4 2024280.8K$16M+5.52%
Q3 2024255.8K$15M+5.20%
Q2 2024243.5K$14M+5.10%
Q1 2024227.5K$13M+4.86%
Q4 2023192.0K$11M+4.31%
Q2 2023133.1K$8M+3.09%
Q1 2023109.3K$7M+2.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wade Financial Advisory, Inc’s full portfolio or all institutional holders of VGIT.