VTV β€” VANGUARD INDEX FDS

Ownership history in Fortune 45 LLC  Β·  4 quarters on record

AI Ownership Summary

Fortune 45 LLC reported VANGUARD INDEX FDS (VTV) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 3.9% in 2025 Q1. The latest visible filing shows VTV at 3.11% 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 VTV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fortune 45 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 Q3

VTV was reported at 3.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.9% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

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 Fortune 45 LLC held VTV β€” position size vs. price
% of Fund (quarterly)    VTV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 32,961 -1,063 -3.1% 3.11% $6.1M 2025-11-13 $186.56
2025 Q2 REDUCED 34,024 -487 -1.4% 3.47% $6.0M 2025-08-04 $175.38
2025 Q1 ADDED 34,511 +25,453 +281.0% 3.90% $6.0M 2025-05-15 $168.77
2024 Q4 INITIATED 9,058 β€” β€” 1.00% $1.5M 2025-02-13 $173.99

FAQ About Fortune 45 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 Fortune 45 LLC reported owning VTV?

Fortune 45 LLC reported VTV across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported VTV position in Fortune 45 LLC's portfolio?

The largest reported portfolio weight for VTV was 3.90% in 2025 Q1.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2025 Q3, when Fortune 45 LLC reported 32,961 shares, equal to 3.11% of portfolio, with an estimated market value of $6.1M.

What does the chart on this VTV ownership page compare?

The chart compares Fortune 45 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.

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