VTI Vanguard Total Stock Market ETF

Ownership history in Operose Advisors LLC  ·  17 quarters on record

AI Ownership Summary

Operose Advisors LLC reported Vanguard Total Stock Market ETF (VTI) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 21.18% in 2024 Q4. The latest visible filing shows VTI at 18.42% 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 Operose Advisors LLC's position in Vanguard Total Stock Market ETF, 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 18.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
21.18% 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
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 Operose Advisors LLC held VTI — position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 235,837 -3,985 -1.7% 18.42% $79.1M 2026-02-14 (Est.) $335.60
2025 Q3 ADDED 239,822 +16,555 +7.4% 19.62% $78.7M 2025-11-12 $333.86
2025 Q2 ADDED 223,267 +3,082 +1.4% 19.14% $67.9M 2025-08-14 $314.43
2025 Q1 ADDED 220,185 +6,518 +3.1% 20.05% $60.5M 2025-05-12 $283.91
2024 Q4 ADDED 213,667 +11,477 +5.7% 21.18% $61.9M 2025-02-13 $297.31
2024 Q3 ADDED 202,190 +8,749 +4.5% 18.52% $57.3M 2024-11-13 $290.81
2024 Q2 ADDED 193,441 +19,479 +11.2% 18.32% $51.7M 2024-08-08 $256.21
2024 Q1 ADDED 173,962 +15,036 +9.5% 15.27% $45.2M 2024-05-13 $251.79
2023 Q4 ADDED 158,926 +18,525 +13.2% 15.09% $37.7M 2024-02-12 $242.11
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Operose 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 Operose Advisors LLC reported owning VTI?

Operose Advisors LLC reported VTI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for VTI was 21.18% in 2024 Q4.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when Operose Advisors LLC reported 235,837 shares, equal to 18.42% of portfolio, with an estimated market value of $79.1M.

What does the chart on this VTI ownership page compare?

The chart compares Operose 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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