SEC 13F Intelligence

Hillcrest Wealth Advisors - Ny, LLC / VCIT

Hillcrest Wealth Advisors - Ny, LLC’s Vanguard Scottsdale Fds Position

Does Hillcrest Wealth Advisors - Ny, LLC own Vanguard Scottsdale Fds (VCIT)? Yes — 123.7K shares worth $10M (+4.14% of its 13F portfolio) as of Q1 2026, up from 87.5K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
123.7K
% of Portfolio
+4.14%
Quarters Held
25
currently held

Position History VCIT

Reported value by quarter
Q1 ’20: $712,000Q1 ’20Q2 ’20: $666,000Q3 ’20: $1MQ4 ’20: $1MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $3MQ3 ’22: $2MQ4 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $4MQ4 ’24: $8MQ1 ’25: $8MQ1 ’25Q2 ’25: $7MQ3 ’25: $7MQ4 ’25: $7MQ1 ’26: $10MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026123.7K$10M+4.14%
Q4 202587.5K$7M+3.15%
Q3 202580.6K$7M+3.05%
Q2 202580.6K$7M+3.14%
Q1 202594.9K$8M+3.84%
Q4 2024103.5K$8M+3.95%
Q3 202445.5K$4M+1.90%
Q2 202427.0K$2M+1.16%
Q1 202427.6K$2M+1.20%
Q4 202327.6K$2M+1.23%
Q3 202329.3K$2M+1.27%
Q2 202328.8K$2M+1.34%
Q1 202328.8K$2M+1.37%
Q4 202228.8K$2M+1.33%
Q3 202229.6K$2M+1.42%
Q2 202232.0K$3M+1.55%
Q1 202235.5K$3M+1.69%
Q4 202134.2K$3M+1.70%
Q3 202125.8K$2M+1.44%
Q2 202122.1K$2M+1.27%
Q1 202124.3K$2M+1.38%
Q4 202014.2K$1M+0.92%
Q3 202011.8K$1M+0.80%
Q2 20207.0K$666,000+0.58%
Q1 20208.2K$712,000+0.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hillcrest Wealth Advisors - Ny, LLC’s full portfolio or all institutional holders of VCIT.