VTV — VANGUARD INDEX FDS

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

This page tracks every 13F SEC filing in which Forefront Analytics, LLC reported a position in VANGUARD INDEX FDS (VTV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.95% (2025 Q3)
Avg. % of fund
1.02%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,465 -12,979 -78.9% 0.58% $662K $190.99
2025 Q3 ADDED 16,444 +14,235 +644.4% 2.95% $3.1M $185.53
2025 Q2 REDUCED 2,209 -12,125 -84.6% 0.33% $390K $174.94
2025 Q1 ADDED 14,334 +1,180 +9.0% 2.85% $2.5M $170.05
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTV price (monthly, adj. close)

Other funds also holding VTV

As of 2025 Q4 — sorted by position size

Euclidean Capital LLC 3Y 26.88% Dougherty Wealth Advisers LLC 3Y 7Y 24.1% GOLDEN ROAD ADVISORS LLC 23.81% Thrive Wealth Management, LLC 3Y 23.34% Arbor Wealth Advisors LLC 22.9% Mountain Capital Investment Advisors Inc. 3Y 7Y 21.78% Brickley Wealth Management 3Y 7Y 20.65% Mill Creek Capital Advisors, LLC 3Y 20.32% Fee-Only Financial Planning, L.C. 3Y 18.55% Trust Co of Tennessee 18.26%
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