Journey Beyond Wealth, LLC VTI — VANGUARD INDEX FDS

Ownership history in Journey Beyond Wealth, LLC  ·  6 quarters on record

AI Ownership Summary

Journey Beyond Wealth, LLC reported VANGUARD INDEX FDS (VTI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.32% in 2025 Q1. The latest visible filing shows VTI at 0.25% 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 VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Journey Beyond Wealth, 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
2026 Q1

VTI was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% 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 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 Journey Beyond Wealth, LLC fund profile Journey Beyond Wealth, LLC full holdings
How Journey Beyond Wealth, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 914 -126 -12.1% 0.25% $293K 2026-04-28 $350.63
2025 Q4 ADDED — — — 1,040 +23 +2.3% 0.28% $349K 2026-01-23 $339.50
2025 Q3 REDUCED 14.9% +3.4% ❌ 1,017 -178 -14.9% 0.27% $334K 2025-10-28 $335.94
2025 Q2 REDUCED 5.5% +7.9% ❌ 1,195 -70 -5.5% 0.31% $363K 2025-07-22 $307.11
2025 Q1 ADDED — — — 1,265 +150 +13.5% 0.32% $348K 2025-04-25 $267.48
2024 Q4 INITIATED — — — 1,115 — — 0.30% $323K 2025-02-12 $294.24

🏢 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 Journey Beyond Wealth, 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 Journey Beyond Wealth, LLC reported owning VTI?

Journey Beyond Wealth, LLC reported VTI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VTI position in Journey Beyond Wealth, LLC's portfolio?

The largest reported portfolio weight for VTI was 0.32% in 2025 Q1.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2026 Q1, when Journey Beyond Wealth, LLC reported 914 shares, equal to 0.25% of portfolio, with an estimated market value of $293K.

What does the chart on this VTI ownership page compare?

The chart compares Journey Beyond Wealth, 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 Journey Beyond Wealth, LLC time their VTI position?

Based on 13F filing dates vs. subsequent VTI price moves, Journey Beyond Wealth, LLC correctly timed 2 out of 5 reported position changes (40%).

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