Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF

SecurityVGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
InstitutionJDH Wealth Management, LLC
Latest Disclosed Ownership96,963 shares
Latest Disclosed Value $ 5,774,129
JDH Wealth Management, LLC reports 14.05% increase in ownership of VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF

On April 16, 2026 - JDH Wealth Management, LLC filed a 13F-HR form disclosing ownership of 96,963 shares of Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF (US:VGIT) valued at $5,774,147 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 5, 2026 disclosing 85,017 shares of Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF. This represents a change in shares of 14.05% during the quarter. The current value of the position is $5,678,153 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 96,963 11,946 14.05 5,774 13.33 3.8935
2026-01-05 2025-12-31 13F VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 85,017 8,413 10.98 5,095 10.81 3.4933
2025-10-30 2025-09-30 13F VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 76,604 12,841 20.14 4,599 20.59 3.2642
2025-08-01 2025-06-30 13F VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 63,763 10,869 20.55 3,814 21.39 2.9205
2025-05-05 2025-03-31 13F VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 52,894 11,020 26.32 3,142 29.37 2.6958
2025-01-22 2024-12-31 13F VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 41,874 41,874 2,429 2.1298
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.