SEC 13F Intelligence

Massachusetts Wealth Management / VCSH

Massachusetts Wealth Management’s Vanguard Scottsdale Fds Position

Does Massachusetts Wealth Management own Vanguard Scottsdale Fds (VCSH)? Yes — 63.1K shares worth $5M (+2.17% of its 13F portfolio) as of Q1 2026, down from 64.4K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
63.1K
% of Portfolio
+2.17%
Quarters Held
11
currently held

Position History VCSH

Reported value by quarter
Q3 ’23: $3MQ3 ’23Q4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $5MQ1 ’25Q2 ’25: $5MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.1K$5M+2.17%
Q4 202564.4K$5M+2.39%
Q3 202560.1K$5M+2.38%
Q2 202559.9K$5M+2.69%
Q1 202560.6K$5M+3.28%
Q4 202459.9K$5M+2.88%
Q3 202459.4K$5M+2.97%
Q2 202461.0K$5M+3.16%
Q1 202444.9K$3M+2.45%
Q4 202342.9K$3M+2.68%
Q3 202340.2K$3M+2.78%

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