Falcon Wealth Planning’s Vanguard Scottsdale Fds Position
Does Falcon Wealth Planning own Vanguard Scottsdale Fds (VGSH)? Yes — 969.2K shares worth $57M (+3.87% of its 13F portfolio) as of Q1 2026, up from 871.6K shares the prior filed quarter.
Position Value
$57M
Q1 2026
Shares
969.2K
% of Portfolio
+3.87%
Quarters Held
22
currently held
Position History VGSH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 969.2K | $57M | +3.87% |
| Q4 2025 | 871.6K | $51M | +4.31% |
| Q3 2025 | 815.8K | $48M | +4.32% |
| Q2 2025 | 751.5K | $44M | +4.46% |
| Q1 2025 | 721.7K | $42M | +4.71% |
| Q4 2024 | 710.0K | $41M | +4.61% |
| Q3 2024 | 674.0K | $40M | +4.67% |
| Q2 2024 | 647.2K | $38M | +4.87% |
| Q1 2024 | 239.8K | $14M | +2.21% |
| Q4 2023 | 217.4K | $13M | +2.22% |
| Q3 2023 | 195.1K | $11M | +2.44% |
| Q2 2023 | 169.0K | $10M | +2.17% |
| Q1 2023 | 150.6K | $9M | +2.20% |
| Q4 2022 | 124.4K | $7M | +2.06% |
| Q3 2022 | 94.1K | $5M | +1.80% |
| Q2 2022 | 80.0K | $5M | +1.60% |
| Q1 2022 | 103.6K | $6M | +1.92% |
| Q4 2021 | 93.9K | $6M | +1.87% |
| Q3 2021 | 96.0K | $6M | +2.24% |
| Q2 2021 | 95.3K | $6M | +2.50% |
| Q1 2021 | 79.9K | $5M | +2.40% |
| Q4 2020 | 64.1K | $4M | +2.21% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Falcon Wealth Planning’s full portfolio or all institutional holders of VGSH.