VTI β€” VANGUARD INDEX FDS

Ownership history in North Forty Two & Co.  Β·  5 quarters on record

AI Ownership Summary

North Forty Two & Co. reported VANGUARD INDEX FDS (VTI) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.56% in 2024 Q4. The latest visible filing shows VTI at 1.23% 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 North Forty Two & Co.'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 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.56% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 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 North Forty Two & Co. 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 Q4 REDUCED 3,872 -122 -3.1% 1.23% $1.3M 2026-02-14 (Est.) $335.60
2025 Q3 ADDED 3,994 +3 +0.1% 1.28% $1.3M 2025-11-14 $327.90
2025 Q2 UNCHANGED 3,991 β€” 0% 1.29% $1.2M 2025-08-11 $309.59
2025 Q1 REDUCED 3,991 -669 -14.4% 1.21% $1.1M 2025-05-05 $273.98
2024 Q4 INITIATED 4,660 β€” β€” 1.56% $1.4M 2025-02-11 $295.21

FAQ About North Forty Two & Co. and VTI

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

How long has North Forty Two & Co. reported owning VTI?

North Forty Two & Co. reported VTI across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VTI position in North Forty Two & Co.'s portfolio?

The largest reported portfolio weight for VTI was 1.56% in 2024 Q4.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when North Forty Two & Co. reported 3,872 shares, equal to 1.23% of portfolio, with an estimated market value of $1.3M.

What does the chart on this VTI ownership page compare?

The chart compares North Forty Two & Co.'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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