SEC 13F Intelligence

Ota Financial Group L.P. / VCSH

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

Does Ota Financial Group L.P. own Vanguard Scottsdale Fds (VCSH)? Not currently — the last reported position was 38.4K shares worth $3M in Q1 2022; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$3M
Q1 2022
Shares
38.4K
% of Portfolio
+1.91%
Quarters Held
3
position exited

Position History VCSH

Reported value by quarter
Q3 ’20: $843,000Q3 ’20Q4 ’21: $3MQ4 ’21Q1 ’22: $3MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202238.4K$3M+1.91%
Q4 202141.4K$3M+2.30%
Q3 202010.2K$843,000+0.78%

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 VCSH.