FC Advisory LLC VTI — Vanguard Index Total Stock Market Etf

Ownership history in FC Advisory LLC  ·  39 quarters on record

AI Ownership Summary

FC Advisory LLC reported Vanguard Index Total Stock Market Etf (VTI) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.04% in 2024 Q2. The latest visible filing shows VTI at 2.15% 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 VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FC Advisory LLC's position in Vanguard Index Total Stock Market 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
2026 Q1

VTI was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.04% in 2024 Q2

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 2026 Q1

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.

VTI stock page FC Advisory LLC fund profile FC Advisory LLC full holdings
How FC Advisory LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 22,944 -181 -0.8% 2.15% $7.4M 2026-04-14 $342.65
2025 Q4 REDUCED — — — 23,125 -324 -1.4% 2.23% $7.8M 2026-01-13 $341.27
2025 Q3 REDUCED — — — 23,449 -417 -1.7% 2.25% $7.7M 2025-10-10 $319.89
2025 Q2 REDUCED 5.3% +7.9% ❌ 23,866 -1,341 -5.3% 2.24% $7.3M 2025-08-14 $314.43
2025 Q1 REDUCED 11.6% +10.9% ❌ 25,207 -3,315 -11.6% 2.34% $6.9M 2025-04-07 $244.77
2024 Q4 REDUCED 6.0% -4.8% ✅ 28,522 -1,822 -6.0% 2.77% $8.3M 2025-01-07 $287.00
2024 Q3 REDUCED — — — 30,344 -670 -2.2% 2.89% $8.6M 2024-10-07 $275.04
2024 Q2 REDUCED — — — 31,014 -707 -2.2% 3.04% $8.3M 2024-07-08 $266.68
2024 Q1 ADDED — — — 31,721 +51 +0.2% 3.04% $8.2M 2024-04-22 $241.50
2023 Q4 REDUCED — — — 31,670 -400 -1.2% 2.90% $7.5M 2024-01-03 $226.79
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTI

As of 2026 Q1 — sorted by position size

AEGON USA Investment Management, LLC 3Y 7Y 70.29% Rainwater Charitable Foundation 3Y 7Y 65.39% Narodna banka Slovenska 58.71% Beacon Wealthcare LLC 3Y 51.1% Capitol Family Office, Inc. 3Y 50.87% Gibson Capital, LLC 3Y 7Y 50.85% Avalon Advisory Group 3Y 50.24% STUART INVESTMENT ADVISORS, INC. 3Y 47.35% Briaud Financial Planning Inc 3Y 45.34% GP Brinson Investments LLC 3Y 40.16%

FAQ About FC Advisory 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 FC Advisory LLC reported owning VTI?

FC Advisory LLC reported VTI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTI position in FC Advisory LLC's portfolio?

The largest reported portfolio weight for VTI was 3.04% in 2024 Q2.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2026 Q1, when FC Advisory LLC reported 22,944 shares, equal to 2.15% of portfolio, with an estimated market value of $7.4M.

What does the chart on this VTI ownership page compare?

The chart compares FC Advisory 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.

How well did FC Advisory LLC time their VTI position?

Based on 13F filing dates vs. subsequent VTI price moves, FC Advisory LLC correctly timed 17 out of 38 reported position changes (45%).

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