VTI VANGUARD TOTAL STOCK MARKET INDEX FUND

Ownership history in Modus Advisors, LLC  ·  25 quarters on record

AI Ownership Summary

Modus Advisors, LLC reported VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) in 25 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.67% in 2023 Q4. The latest visible filing shows VTI at 3.15% 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 Modus Advisors, LLC's position in VANGUARD TOTAL STOCK MARKET INDEX FUND, 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 3.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.67% 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 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 Modus Advisors, LLC held VTI — position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 35,571 -187 -0.5% 3.15% $11.9M 2026-02-14 (Est.) $336.65
2025 Q3 REDUCED 35,758 -230 -0.6% 3.19% $11.7M 2025-11-05 $332.22
2025 Q2 REDUCED 35,988 -134 -0.4% 3.25% $10.9M 2025-07-07 $303.89
2025 Q1 REDUCED 36,122 -403 -1.1% 3.25% $9.9M 2025-04-01 $273.40
2024 Q4 REDUCED 36,525 -623 -1.7% 3.32% $10.6M 2025-01-03 $289.53
2024 Q3 REDUCED 37,148 -87 -0.2% 3.46% $10.5M 2024-10-09 $280.17
2024 Q2 REDUCED 37,235 -454 -1.2% 3.52% $10.0M 2024-07-02 $264.68
2024 Q1 REDUCED 37,689 -477 -1.2% 3.63% $9.8M 2024-04-02 $251.71
2023 Q4 REDUCED 38,166 -478 -1.2% 3.67% $9.1M 2024-01-04 $226.92
2023 Q3 REDUCED 38,644 -675 -1.7% 3.58% $8.2M 2023-10-20 $202.36
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Modus Advisors, 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 Modus Advisors, LLC reported owning VTI?

Modus Advisors, LLC reported VTI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VTI position in Modus Advisors, LLC's portfolio?

The largest reported portfolio weight for VTI was 3.67% in 2023 Q4.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when Modus Advisors, LLC reported 35,571 shares, equal to 3.15% of portfolio, with an estimated market value of $11.9M.

What does the chart on this VTI ownership page compare?

The chart compares Modus Advisors, 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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