VTI VANGUARD INDEX FDS

Ownership history in MJP ASSOCIATES INC /ADV  ·  21 quarters on record

AI Ownership Summary

MJP ASSOCIATES INC /ADV reported VANGUARD INDEX FDS (VTI) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.28% in 2023 Q4. The latest visible filing shows VTI at 2.12% 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 MJP ASSOCIATES INC /ADV'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

VTI was reported at 2.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.28% in 2023 Q4

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 MJP ASSOCIATES INC /ADV 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 50,479 -845 -1.6% 2.12% $16.9M 2026-02-14 (Est.) $335.60
2025 Q3 REDUCED 51,324 -1,328 -2.5% 2.22% $16.8M 2025-11-07 $328.13
2025 Q2 ADDED 52,652 +35 +0.1% 2.37% $16.0M 2025-08-08 $310.31
2025 Q1 ADDED 52,617 +88 +0.2% 2.61% $14.5M 2025-04-30 $269.63
2024 Q4 REDUCED 52,529 -126 -0.2% 2.74% $15.2M 2025-02-14 $297.27
2024 Q3 ADDED 52,655 +953 +1.8% 2.83% $14.9M 2024-11-12 $290.95
2024 Q2 ADDED 51,702 +837 +1.6% 2.88% $13.8M 2024-07-12 $269.76
2024 Q1 REDUCED 50,865 -944 -1.8% 2.88% $13.2M 2024-04-11 $250.34
2023 Q4 REDUCED 51,809 -739 -1.4% 3.28% $12.3M 2024-01-18 $229.99
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MJP ASSOCIATES INC /ADV and VTI

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

How long has MJP ASSOCIATES INC /ADV reported owning VTI?

MJP ASSOCIATES INC /ADV reported VTI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTI position in MJP ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for VTI was 3.28% in 2023 Q4.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when MJP ASSOCIATES INC /ADV reported 50,479 shares, equal to 2.12% of portfolio, with an estimated market value of $16.9M.

What does the chart on this VTI ownership page compare?

The chart compares MJP ASSOCIATES INC /ADV'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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