VTV VANGUARD INDEX FDS

Ownership history in Lavaca Capital LLC  ·  13 quarters on record

AI Ownership Summary

Lavaca Capital LLC reported VANGUARD INDEX FDS (VTV) in 13 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.15% in 2025 Q1. The latest visible filing shows VTV at 0.46% 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 Lavaca Capital 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 Q4

VTV was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.15% 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 Q3 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 Lavaca Capital LLC held VTV — position size vs. price
% of Fund (quarterly)    VTV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 13 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 14,912 +14,612 +4870.7% 0.46% $2.8M 2026-02-14 (Est.) $206.13
2025 Q4 UNCHANGED 300 0% 0.01% $57K 2026-02-14 (Est.) $206.13
2025 Q3 REDUCED 300 -14,612 -98.0% 0.01% $56K 2025-11-13 $186.56
2025 Q3 ADDED 14,912 +14,612 +4870.7% 0.48% $2.8M 2025-11-13 $186.56
2025 Q2 REDUCED 300 -14,900 -98.0% 0.00% $4K 2025-08-14 $178.63
2025 Q2 ADDED 15,200 +14,900 +4966.7% 1.00% $2.7M 2025-08-14 $178.63
2025 Q1 REDUCED 300 -13,900 -97.9% 0.02% $52K 2025-05-15 $168.77
2025 Q1 REDUCED 14,200 -1,900 -11.8% 1.01% $2.5M 2025-05-15 $168.77
2025 Q1 ADDED 16,100 +1,900 +13.4% 1.15% $2.8M 2025-05-15 $168.77
2024 Q4 REDUCED 14,200 -1,500 -9.6% 0.94% $2.4M 2025-02-14 $173.59
2024 Q4 ADDED 15,700 +1,500 +10.6% 1.04% $2.7M 2025-02-14 $173.59
2024 Q3 UNCHANGED 14,200 0% 1.05% $2.5M 2024-11-14 $171.98
2024 Q3 INITIATED 14,200 1.05% $2.5M 2024-11-14 $171.98

FAQ About Lavaca Capital 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 Lavaca Capital LLC reported owning VTV?

Lavaca Capital LLC reported VTV across 13 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported VTV position in Lavaca Capital LLC's portfolio?

The largest reported portfolio weight for VTV was 1.15% in 2025 Q1.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2025 Q4, when Lavaca Capital LLC reported 14,912 shares, equal to 0.46% of portfolio, with an estimated market value of $2.8M.

What does the chart on this VTV ownership page compare?

The chart compares Lavaca Capital 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.

← Back to Lavaca Capital LLC Holdings