SEC 13F Intelligence

Epg Wealth Management LLC / VGSH

Epg Wealth Management LLC’s Vanguard Scottsdale Fds Position

Does Epg Wealth Management LLC own Vanguard Scottsdale Fds (VGSH)? Yes172.5K shares worth $10M (+2.74% of its 13F portfolio) as of Q1 2026, up from 170.8K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
172.5K
% of Portfolio
+2.74%
Quarters Held
19
currently held

Position History VGSH

Reported value by quarter
Q3 ’21: $445,000Q3 ’21Q4 ’21: $572,000Q1 ’22: $491,000Q2 ’22: $2MQ2 ’22Q3 ’22: $13MQ4 ’22: $13MQ1 ’23: $14MQ1 ’23Q2 ’23: $14MQ3 ’23: $14MQ4 ’23: $13MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $10MQ3 ’24Q4 ’24: $9MQ1 ’25: $9MQ2 ’25: $9MQ2 ’25Q3 ’25: $10MQ4 ’25: $10MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026172.5K$10M+2.74%
Q4 2025170.8K$10M+2.70%
Q3 2025166.2K$10M+2.69%
Q2 2025158.0K$9M+2.79%
Q1 2025159.1K$9M+2.60%
Q4 2024160.9K$9M+2.47%
Q3 2024172.4K$10M+2.57%
Q2 20240$12M+2.84%
Q1 2024206.7K$12M+2.94%
Q4 2023216.0K$13M+3.29%
Q3 2023235.9K$14M+4.10%
Q2 2023238.2K$14M+4.07%
Q1 2023233.9K$14M+4.32%
Q4 2022232.5K$13M+5.12%
Q3 2022225.2K$13M+5.35%
Q2 202238.3K$2M+0.96%
Q1 20228.3K$491,000+0.17%
Q4 20219.4K$572,000+0.20%
Q3 20217.2K$445,000+0.18%

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