VTI β€” VANGUARD INDEX FDS

Ownership history in Lane & Associates LLC  Β·  5 quarters on record

AI Ownership Summary

Lane & Associates LLC reported VANGUARD INDEX FDS (VTI) in 5 quarterly 13F filings from 2024 Q1 through 2025 Q1. Peak portfolio weight reached 8.19% in 2025 Q1. The latest visible filing shows VTI at 8.19% 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.

What this VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lane & 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
2025 Q1

VTI was reported at 8.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.19% 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 Q1 to 2025 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 Lane & Associates LLC held VTI β€” position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 55,309 +2,296 +4.3% 8.19% $15.2M 2025-05-15 (Est.) $287.20
2024 Q4 ADDED 53,013 +4,745 +9.8% 8.18% $15.8M 2025-02-03 $291.93
2024 Q3 ADDED 48,268 +2,356 +5.1% 7.44% $13.7M 2024-11-12 $290.95
2024 Q2 ADDED 45,912 +5,117 +12.5% 7.24% $12.3M 2024-08-07 $250.35
2024 Q1 INITIATED 40,795 β€” β€” 6.67% $10.6M 2024-04-12 $246.73

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

Lane & Associates LLC reported VTI across 5 quarterly 13F filings, from 2024 Q1 through 2025 Q1.

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

The largest reported portfolio weight for VTI was 8.19% in 2025 Q1.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q1, when Lane & Associates LLC reported 55,309 shares, equal to 8.19% of portfolio, with an estimated market value of $15.2M.

What does the chart on this VTI ownership page compare?

The chart compares Lane & 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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