VTI β€” VANGUARD INDEX FDS

Ownership history in DURANTE & WATERS, LLC  Β·  9 quarters on record

AI Ownership Summary

DURANTE & WATERS, LLC reported VANGUARD INDEX FDS (VTI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.49% in 2024 Q1. The latest visible filing shows VTI at 4.39% 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 DURANTE & WATERS, LLC'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 4.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.49% in 2024 Q1

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 DURANTE & WATERS, LLC held VTI β€” position size vs. price
% of Fund (quarterly)    VTI 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 ADDED 18,793 +515 +2.8% 4.39% $6.3M 2026-02-14 (Est.) $335.60
2025 Q3 ADDED 18,278 +184 +1.0% 4.41% $6.0M 2025-11-05 $331.18
2025 Q2 REDUCED 18,094 -300 -1.6% 4.33% $5.5M 2025-07-30 $309.53
2025 Q1 REDUCED 18,394 -138 -0.7% 4.25% $5.1M 2025-04-28 $267.86
2024 Q4 REDUCED 18,532 -57 -0.3% 4.43% $5.4M 2025-02-06 $296.14
2024 Q3 ADDED 18,589 +23 +0.1% 4.42% $5.3M 2024-10-28 $281.45
2024 Q2 REDUCED 18,566 -348 -1.8% 4.42% $5.0M 2024-07-26 $263.94
2024 Q1 REDUCED 18,914 -310 -1.6% 4.49% $4.9M 2024-04-29 $246.51
2023 Q4 INITIATED 19,224 β€” β€” 4.39% $4.6M 2024-01-22 $233.80

FAQ About DURANTE & WATERS, LLC and VTI

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

How long has DURANTE & WATERS, LLC reported owning VTI?

DURANTE & WATERS, LLC reported VTI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTI position in DURANTE & WATERS, LLC's portfolio?

The largest reported portfolio weight for VTI was 4.49% in 2024 Q1.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when DURANTE & WATERS, LLC reported 18,793 shares, equal to 4.39% of portfolio, with an estimated market value of $6.3M.

What does the chart on this VTI ownership page compare?

The chart compares DURANTE & WATERS, LLC'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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