VTV VANGUARD INDEX FDS

Ownership history in Kaydan Wealth Management, Inc.  ·  13 quarters on record

AI Ownership Summary

Kaydan Wealth Management, Inc. reported VANGUARD INDEX FDS (VTV) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 11.86% in 2024 Q2. The latest visible filing shows VTV at 9.19% 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 Kaydan Wealth Management, Inc.'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 9.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.86% 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 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.

How Kaydan Wealth Management, Inc. held VTV — position size vs. price
% of Fund (quarterly)    VTV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 166,336 -2,085 -1.2% 9.19% $31.8M 2026-02-14 (Est.) $205.00
2025 Q3 ADDED 168,421 +2,075 +1.2% 8.97% $31.4M 2025-10-17 $183.67
2025 Q2 REDUCED 166,346 -150 -0.1% 9.63% $29.4M 2025-07-11 $175.47
2025 Q1 ADDED 166,496 +295 +0.2% 9.23% $28.8M 2025-04-17 $158.36
2024 Q4 REDUCED 166,201 -40,307 -19.5% 9.35% $28.1M 2025-01-16 $169.06
2024 Q3 REDUCED 206,508 -2,168 -1.0% 10.64% $36.1M 2024-10-16 $172.01
2024 Q2 ADDED 208,676 +42,542 +25.6% 11.86% $33.5M 2024-07-11 $157.26
2024 Q1 REDUCED 166,134 -691 -0.4% 9.22% $27.1M 2024-04-12 $149.49
2023 Q4 ADDED 166,825 +47,207 +39.5% 10.14% $24.9M 2024-01-16 $141.08
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kaydan Wealth Management, Inc. and VTV

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

How long has Kaydan Wealth Management, Inc. reported owning VTV?

Kaydan Wealth Management, Inc. reported VTV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTV position in Kaydan Wealth Management, Inc.'s portfolio?

The largest reported portfolio weight for VTV was 11.86% in 2024 Q2.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2025 Q4, when Kaydan Wealth Management, Inc. reported 166,336 shares, equal to 9.19% of portfolio, with an estimated market value of $31.8M.

What does the chart on this VTV ownership page compare?

The chart compares Kaydan Wealth Management, Inc.'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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