VTI VANGUARD INDEX FDS

Ownership history in Kearns & Associates LLC  ·  18 quarters on record

AI Ownership Summary

Kearns & Associates LLC reported VANGUARD INDEX FDS (VTI) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 30.45% in 2025 Q3. The latest visible filing shows VTI at 29.97% 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 VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kearns & Associates 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 29.97% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
30.45% 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 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.

How Kearns & Associates 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 173,616 -1,155 -0.7% 29.97% $55.7M 2026-04-20 $350.21
2025 Q4 REDUCED 174,771 -46 -0.0% 30.27% $58.6M 2026-01-08 $339.08
2025 Q3 ADDED 174,817 +976 +0.6% 30.45% $57.4M 2025-10-22 $326.95
2025 Q2 ADDED 173,841 +10,077 +6.2% 30.29% $52.8M 2025-07-09 $304.83
2025 Q1 ADDED 163,764 +8,598 +5.5% 29.19% $45.0M 2025-05-15 $287.20
2024 Q4 ADDED 155,166 +573 +0.4% 29.06% $45.0M 2025-01-23 $297.60
2024 Q3 ADDED 154,593 +29,211 +23.3% 28.86% $43.8M 2024-10-29 $281.83
2024 Q2 ADDED 125,382 +4,005 +3.3% 25.04% $33.5M 2024-08-01 $262.58
2024 Q1 ADDED 121,377 +2,806 +2.4% 24.44% $31.5M 2024-05-10 $251.65
2023 Q4 REDUCED 118,571 -1,372 -1.1% 23.99% $28.1M 2024-01-24 $234.18
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Kearns & Associates 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 Kearns & Associates LLC reported owning VTI?

Kearns & Associates LLC reported VTI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTI position in Kearns & Associates LLC's portfolio?

The largest reported portfolio weight for VTI was 30.45% in 2025 Q3.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2026 Q1, when Kearns & Associates LLC reported 173,616 shares, equal to 29.97% of portfolio, with an estimated market value of $55.7M.

What does the chart on this VTI ownership page compare?

The chart compares Kearns & Associates 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.

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