VTV VANGUARD INDEX FDS

Ownership history in E&G Advisors, LP  ·  36 quarters on record

AI Ownership Summary

E&G Advisors, LP reported VANGUARD INDEX FDS (VTV) in 36 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.11% in 2023 Q4. The latest visible filing shows VTV at 3.22% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E&G Advisors, LP'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

VTV was reported at 3.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.11% 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 E&G Advisors, LP held VTV — position size vs. price
% of Fund (quarterly)    VTV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 75,496 +877 +1.2% 3.22% $14.4M 2026-02-14 (Est.) $205.00
2025 Q3 REDUCED 74,619 -270 -0.4% 3.24% $13.9M 2025-10-21 $185.23
2025 Q2 REDUCED 74,889 -182 -0.2% 3.43% $13.2M 2025-07-14 $175.65
2025 Q1 ADDED 75,071 +51 +0.1% 3.66% $13.0M 2025-04-23 $159.92
2024 Q4 REDUCED 75,020 -215 -0.3% 3.45% $12.7M 2025-01-24 $172.52
2024 Q3 REDUCED 75,235 -28 -0.0% 3.63% $13.1M 2024-10-18 $172.08
2024 Q2 REDUCED 75,263 -835 -1.1% 3.55% $12.1M 2024-07-18 $160.05
2024 Q1 REDUCED 76,098 -1,476 -1.9% 3.89% $12.4M 2024-04-19 $149.18
2023 Q4 REDUCED 77,574 -1,014 -1.3% 4.11% $11.6M 2024-01-25 $143.55
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About E&G Advisors, LP and VTV

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

How long has E&G Advisors, LP reported owning VTV?

E&G Advisors, LP reported VTV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTV position in E&G Advisors, LP's portfolio?

The largest reported portfolio weight for VTV was 4.11% in 2023 Q4.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2025 Q4, when E&G Advisors, LP reported 75,496 shares, equal to 3.22% of portfolio, with an estimated market value of $14.4M.

What does the chart on this VTV ownership page compare?

The chart compares E&G Advisors, LP's quarterly VTV 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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