&PARTNERS VTV — VANGUARD INDEX FDS

Ownership history in &PARTNERS  ·  9 quarters on record

AI Ownership Summary

&PARTNERS reported VANGUARD INDEX FDS (VTV) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.75% in 2023 Q4. The latest visible filing shows VTV at 0.47% 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 &PARTNERS'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 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.75% 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.

VTV stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS held VTV — position size vs. price
% of Fund (quarterly)    VTV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 466,133 +40,627 +9.5% 0.47% $89.1M 2026-02-14 (Est.) $205.00
2025 Q3 ADDED — — — 425,506 +41,851 +10.9% 0.51% $79.4M 2025-11-14 $185.16
2025 Q2 ADDED — — — 383,655 +31,764 +9.0% 0.52% $67.9M 2025-08-14 $177.65
2025 Q1 ADDED — — — 351,891 +67,806 +23.9% 0.64% $60.2M 2025-05-15 $167.84
2024 Q4 ADDED — — — 284,085 +162,430 +133.5% 0.58% $48.4M 2025-02-14 $172.64
2024 Q3 ADDED — — — 121,655 +58,432 +92.4% 0.41% $21.3M 2024-11-14 $171.03
2024 Q2 ADDED — — — 63,223 +32,949 +108.8% 0.44% $10.1M 2024-07-24 $158.10
2024 Q1 ADDED — — — 30,274 +8,934 +41.9% 0.64% $4.7M 2024-04-11 $151.70
2023 Q4 INITIATED — — — 21,340 — — 0.75% $3.1M 2024-01-09 $142.38

🏢 Other funds also holding VTV

As of 2026 Q1 — sorted by position size

Dougherty Wealth Advisers LLC 3Y 7Y 25.28% Thrive Wealth Management, LLC 3Y 25.2% GOLDEN ROAD ADVISORS LLC 24.7% Arbor Wealth Advisors LLC 23.3% Balentine LLC 3Y 7Y 22.49% Brickley Wealth Management 3Y 7Y 21.67% Retirement Investment Advisors, Inc. 3Y 21.15% Antonelli Financial Advisors, LLC 19.64% Fee-Only Financial Planning, L.C. 3Y 19.47% Bishop & Co Investment Management, LLC 3Y 7Y 18.89%

FAQ About &PARTNERS and VTV

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

How long has &PARTNERS reported owning VTV?

&PARTNERS reported VTV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTV position in &PARTNERS's portfolio?

The largest reported portfolio weight for VTV was 0.75% in 2023 Q4.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 466,133 shares, equal to 0.47% of portfolio, with an estimated market value of $89.1M.

What does the chart on this VTV ownership page compare?

The chart compares &PARTNERS'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.

How well did &PARTNERS time their VTV position?

Based on 13F filing dates vs. subsequent VTV price moves, &PARTNERS correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on VTV relative to SPY over the holding period was -1.1%.

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