VCIT β€” VANGUARD SCOTTSDALE FDS

Ownership history in Independence Asset Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

Independence Asset Advisors, LLC reported VANGUARD SCOTTSDALE FDS (VCIT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 41.69% in 2024 Q2. The latest visible filing shows VCIT at 0.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VCIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Independence Asset Advisors, LLC's position in VANGUARD SCOTTSDALE FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VCIT was reported at 0.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
41.69% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Independence Asset Advisors, LLC held VCIT β€” position size vs. price
% of Fund (quarterly)    VCIT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14,954 -2,938 -16.4% 0.69% $1.3M 2026-02-14 (Est.) $83.84
2025 Q3 REDUCED 17,892 -4,065 -18.5% 0.64% $1.5M 2025-11-03 $81.97
2025 Q2 REDUCED 21,957 -35,957 -62.1% 1.13% $1.8M 2025-07-29 $79.93
2025 Q1 REDUCED 57,914 -521 -0.9% 15.29% $4.7M 2025-04-23 $76.79
2024 Q4 ADDED 58,435 +37,802 +183.2% 21.75% $4.7M 2025-01-28 $76.23
2024 Q3 REDUCED 20,633 -1,140 -5.2% 34.30% $1.7M 2024-10-16 $77.31
2024 Q2 ADDED 21,773 +562 +2.6% 41.69% $1.7M 2024-07-16 $74.86
2024 Q1 ADDED 21,211 +2,200 +11.6% 40.99% $1.7M 2024-04-16 $71.14
2023 Q4 INITIATED 19,011 β€” β€” 39.10% $1.5M 2024-02-07 $72.76

FAQ About Independence Asset Advisors, LLC and VCIT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Independence Asset Advisors, LLC reported owning VCIT?

Independence Asset Advisors, LLC reported VCIT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VCIT position in Independence Asset Advisors, LLC's portfolio?

The largest reported portfolio weight for VCIT was 41.69% in 2024 Q2.

What is the latest reported VCIT position on this page?

The most recent filing on this page is 2025 Q4, when Independence Asset Advisors, LLC reported 14,954 shares, equal to 0.69% of portfolio, with an estimated market value of $1.3M.

What does the chart on this VCIT ownership page compare?

The chart compares Independence Asset Advisors, LLC's quarterly VCIT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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