SEC 13F Intelligence

Ota Financial Group L.P. / VCIT

Ota Financial Group L.P.’s Vanguard Scottsdale Fds Position

Does Ota Financial Group L.P. own Vanguard Scottsdale Fds (VCIT)? Not currently — the last reported position was 17.6K shares worth $1M in Q1 2023; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$1M
Q1 2023
Shares
17.6K
% of Portfolio
+1.24%
Quarters Held
7
position exited

Position History VCIT

Reported value by quarter
Q2 ’20: $11MQ2 ’20Q3 ’20: $9MQ3 ’20Q2 ’21: $2MQ2 ’21Q4 ’21: $6MQ4 ’21Q1 ’22: $2MQ1 ’22Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202317.6K$1M+1.24%
Q4 202213.1K$1M+1.01%
Q1 202219.9K$2M+1.09%
Q4 202165.0K$6M+4.12%
Q2 202120.9K$2M+2.20%
Q3 202094.8K$9M+8.42%
Q2 2020116.7K$11M+12.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of VCIT.