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Disclosery

Marotta Asset Management: VO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marotta Asset Management on VO, newest first. How the timeline and the estimate are built.

Marotta Asset Management held 8,004 VO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,004 shares
    Change vs previous 13F +32 shares

    0.11% of the 13F portfolio, value $627,674.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,972 shares
    Change vs previous 13F +4,645 shares

    0.11% of the 13F portfolio, value $640,949.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 3,327 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $961,503.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 3,327 shares
    Change vs previous 13F -233 shares

    0.18% of the 13F portfolio, value $965,562.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 3,560 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,044,718.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 3,560 shares
    Change vs previous 13F -41 shares

    0.2% of the 13F portfolio, value $996,195.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 3,601 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $950,052.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 3,601 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $949,728.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).