Forefront Analytics, LLC VTV — VANGUARD INDEX FDS

Ownership history in Forefront Analytics, LLC  ·  29 quarters on record

AI Ownership Summary

Forefront Analytics, LLC reported VANGUARD INDEX FDS (VTV) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.95% in 2025 Q3. The latest visible filing shows VTV at 0.58% 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 Forefront Analytics, 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

VTV was reported at 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.95% in 2025 Q3

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.

VTV stock page Forefront Analytics, LLC fund profile Forefront Analytics, LLC full holdings
How Forefront Analytics, LLC held VTV — position size vs. price
% of Fund (quarterly)    VTV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 78.9% +3.3% ❌ 3,465 -12,979 -78.9% 0.58% $662K 2026-02-14 (Est.) $205.00
2025 Q3 ADDED — — — 16,444 +14,235 +644.4% 2.95% $3.1M 2025-11-21 $183.44
2025 Q2 REDUCED 84.6% +5.6% ❌ 2,209 -12,125 -84.6% 0.33% $390K 2025-07-24 $177.08
2025 Q1 ADDED — — — 14,334 +1,180 +9.0% 2.85% $2.5M 2025-05-13 $167.12
2024 Q4 ADDED — — — 13,154 +5,085 +63.0% 1.04% $2.2M 2025-02-14 $172.64
2024 Q3 REDUCED — — — 8,069 -45 -0.6% 0.66% $1.4M 2024-11-14 $171.03
2024 Q2 REDUCED 16.8% +9.4% ❌ 8,114 -1,637 -16.8% 0.62% $1.3M 2024-08-15 $160.94
2024 Q1 REDUCED — — — 9,751 -100 -1.0% 0.77% $1.6M 2024-05-15 $156.26
2023 Q4 REDUCED 13.7% +9.2% ❌ 9,851 -1,561 -13.7% 0.73% $1.5M 2024-02-14 $144.64
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTV

As of 2026 Q1 — sorted by position size

Dougherty Wealth Advisers LLC 3Y 7Y 25.28% Thrive Wealth Management, LLC 3Y 25.2% GOLDEN ROAD ADVISORS LLC 24.7% Arbor Wealth Advisors LLC 23.3% Balentine LLC 3Y 7Y 22.49% Brickley Wealth Management 3Y 7Y 21.67% Retirement Investment Advisors, Inc. 3Y 21.15% Antonelli Financial Advisors, LLC 19.64% Fee-Only Financial Planning, L.C. 3Y 19.47% Bishop & Co Investment Management, LLC 3Y 7Y 18.89%

FAQ About Forefront Analytics, LLC and VTV

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

How long has Forefront Analytics, LLC reported owning VTV?

Forefront Analytics, LLC reported VTV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTV position in Forefront Analytics, LLC's portfolio?

The largest reported portfolio weight for VTV was 2.95% in 2025 Q3.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2025 Q4, when Forefront Analytics, LLC reported 3,465 shares, equal to 0.58% of portfolio, with an estimated market value of $662K.

What does the chart on this VTV ownership page compare?

The chart compares Forefront Analytics, LLC'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.

How well did Forefront Analytics, LLC time their VTV position?

Based on 13F filing dates vs. subsequent VTV price moves, Forefront Analytics, LLC correctly timed 15 out of 28 reported position changes (54%). The annualised alpha on VTV relative to SPY over the holding period was -2.5%.

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