Stone Summit Wealth LLC / VCSH
Stone Summit Wealth LLC’s Vanguard Scottsdale Fds Position
Does Stone Summit Wealth LLC own Vanguard Scottsdale Fds (VCSH)? Yes — 231.4K shares worth $18M (+5.11% of its 13F portfolio) as of Q1 2026, up from 207.8K shares the prior filed quarter.
Position Value
$18M
Q1 2026
Shares
231.4K
% of Portfolio
+5.11%
Quarters Held
18
currently held
Position History VCSH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 231.4K | $18M | +5.11% |
| Q4 2025 | 207.8K | $17M | +4.49% |
| Q3 2025 | 173.8K | $14M | +3.94% |
| Q2 2025 | 91.3K | $7M | +2.25% |
| Q1 2025 | 94.5K | $7M | +2.53% |
| Q4 2024 | 119.3K | $9M | +3.12% |
| Q3 2024 | 113.8K | $9M | +2.92% |
| Q2 2024 | 101.8K | $8M | +2.82% |
| Q1 2024 | 94.2K | $7M | +2.53% |
| Q4 2023 | 68.4K | $5M | +2.03% |
| Q3 2023 | 51.3K | $4M | +1.65% |
| Q2 2023 | 45.8K | $3M | +1.44% |
| Q1 2023 | 32.7K | $2M | +1.11% |
| Q4 2022 | 34.8K | $3M | +1.28% |
| Q3 2022 | 28.9K | $2M | +1.32% |
| Q2 2022 | 26.3K | $2M | +1.20% |
| Q1 2022 | 20.6K | $2M | +0.90% |
| Q4 2021 | 17.5K | $1M | +1.15% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Summit Wealth LLC’s full portfolio or all institutional holders of VCSH.