SEC 13F Intelligence

Ica Group Wealth Management, LLC / VONG

Ica Group Wealth Management, LLC’s Vanguard Scottsdale Fds Position

Does Ica Group Wealth Management, LLC own Vanguard Scottsdale Fds (VONG)? Yes — 53.3K shares worth $5M (+3.00% of its 13F portfolio) as of Q2 2024, up from 47.7K shares the prior filed quarter.

Position Value
$5M
Q2 2024
Shares
53.3K
% of Portfolio
+3.00%
Quarters Held
7
currently held

Position History VONG

Reported value by quarter
Q3 ’22: $430,000Q3 ’22Q4 ’22: $923,535Q4 ’22Q1 ’23: $1MQ1 ’23Q2 ’23: $2MQ2 ’23Q3 ’23: $2MQ3 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $5MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202453.3K$5M+3.00%
Q1 202447.7K$4M+0.83%
Q3 202328.8K$2M+0.56%
Q2 202324.5K$2M+0.44%
Q1 202317.1K$1M+0.26%
Q4 202215.5K$923,535+0.22%
Q3 20227.9K$430,000+0.09%

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