ARK & TLK INVESTMENTS, LLC VGIT — Vanguard Iterm Term Govt Bd Etf

Ownership history in ARK & TLK INVESTMENTS, LLC  ·  8 quarters on record

AI Ownership Summary

ARK & TLK INVESTMENTS, LLC reported Vanguard Iterm Term Govt Bd Etf (VGIT) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.1% in 2023 Q4. The latest visible filing shows VGIT at 0.08% 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 VGIT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARK & TLK INVESTMENTS, LLC's position in Vanguard Iterm Term Govt Bd Etf, 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 Q3

VGIT was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% 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 Q3

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.

VGIT stock page ARK & TLK INVESTMENTS, LLC fund profile ARK & TLK INVESTMENTS, LLC full holdings
How ARK & TLK INVESTMENTS, LLC held VGIT — position size vs. price
% of Fund (quarterly)    VGIT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 4,206 — 0% 0.08% $252K 2025-10-31 $58.87
2025 Q2 UNCHANGED — — — 4,206 — 0% 0.08% $252K 2025-08-13 $58.10
2025 Q1 UNCHANGED — — — 4,206 — 0% 0.09% $250K 2025-05-01 $57.32
2024 Q4 UNCHANGED — — — 4,206 — 0% 0.08% $244K 2025-02-12 $55.18
2024 Q3 UNCHANGED — — — 4,206 — 0% 0.09% $254K 2024-11-08 $55.34
2024 Q2 UNCHANGED — — — 4,206 — 0% 0.09% $245K 2024-07-29 $55.06
2024 Q1 UNCHANGED — — — 4,206 — 0% 0.10% $246K 2024-05-10 $53.47
2023 Q4 INITIATED — — — 4,206 — — 0.10% $250K 2024-03-01 $53.90

🏢 Other funds also holding VGIT

As of 2026 Q1 — sorted by position size

LIBRA WEALTH LLC 3Y 18.23% BIRCHBROOK, INC. 17.13% OneAscent Investment Solutions LLC 15.99% Emprise Bank 14.07% Nova R Wealth, Inc. 3Y 12.86% MASTER'S WEALTH MANAGEMENT INC. 12.4% MASECO LLP 12.12% HBE Wealth Management, LLC 10.41% Bangor Savings Bank 3Y 7Y 10.12% CYPRESS FINANCIAL PLANNING LLC 3Y 10.04%

FAQ About ARK & TLK INVESTMENTS, LLC and VGIT

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

How long has ARK & TLK INVESTMENTS, LLC reported owning VGIT?

ARK & TLK INVESTMENTS, LLC reported VGIT across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VGIT position in ARK & TLK INVESTMENTS, LLC's portfolio?

The largest reported portfolio weight for VGIT was 0.10% in 2023 Q4.

What is the latest reported VGIT position on this page?

The most recent filing on this page is 2025 Q3, when ARK & TLK INVESTMENTS, LLC reported 4,206 shares, equal to 0.08% of portfolio, with an estimated market value of $252K.

What does the chart on this VGIT ownership page compare?

The chart compares ARK & TLK INVESTMENTS, LLC's quarterly VGIT 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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