VTI VANGUARD INDEX FDS

Ownership history in Addis & Hill, Inc  ·  9 quarters on record

AI Ownership Summary

Addis & Hill, Inc reported VANGUARD INDEX FDS (VTI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 18.51% in 2023 Q4. The latest visible filing shows VTI at 12.88% 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 VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Addis & Hill, Inc's position in VANGUARD INDEX 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

VTI was reported at 12.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
18.51% in 2023 Q4

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 Addis & Hill, Inc held VTI — position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 63,402 -3,016 -4.5% 12.88% $21.3M 2026-02-14 (Est.) $335.60
2025 Q3 REDUCED 66,418 -1,455 -2.1% 13.34% $21.9M 2025-10-17 $325.35
2025 Q2 REDUCED 67,873 -5,839 -7.9% 13.47% $20.6M 2025-07-11 $304.35
2025 Q1 REDUCED 73,712 -1,008 -1.3% 14.14% $20.3M 2025-04-10 $254.42
2024 Q4 ADDED 74,720 +575 +0.8% 16.01% $21.7M 2025-01-31 $294.08
2024 Q3 REDUCED 74,145 -521 -0.7% 16.08% $21.0M 2024-10-28 $281.45
2024 Q2 REDUCED 74,666 -1,624 -2.1% 16.78% $20.1M 2024-07-18 $266.94
2024 Q1 REDUCED 76,290 -5,360 -6.6% 16.77% $19.7M 2024-04-23 $244.38
2023 Q4 INITIATED 81,650 18.51% $20.8M 2024-03-21 $252.80

FAQ About Addis & Hill, Inc and VTI

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

How long has Addis & Hill, Inc reported owning VTI?

Addis & Hill, Inc reported VTI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTI position in Addis & Hill, Inc's portfolio?

The largest reported portfolio weight for VTI was 18.51% in 2023 Q4.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when Addis & Hill, Inc reported 63,402 shares, equal to 12.88% of portfolio, with an estimated market value of $21.3M.

What does the chart on this VTI ownership page compare?

The chart compares Addis & Hill, Inc's quarterly VTI 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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