SEC 13F Intelligence

Surience Private Wealth LLC / VGIT

Surience Private Wealth LLC’s Vanguard Scottsdale Fds Position

Does Surience Private Wealth LLC own Vanguard Scottsdale Fds (VGIT)? Yes20.7K shares worth $1M (+1.33% of its 13F portfolio) as of Q1 2026, down from 33.8K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
20.7K
% of Portfolio
+1.33%
Quarters Held
2
currently held

Position History VGIT

Reported value by quarter
Q3 ’25: $2MQ3 ’25Q1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202620.7K$1M+1.33%
Q3 202533.8K$2M+1.86%

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