VTI VANGUARD INDEX FDS

Ownership history in Quaker Wealth Management, LLC  ·  22 quarters on record

AI Ownership Summary

Quaker Wealth Management, LLC reported VANGUARD INDEX FDS (VTI) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 19.53% in 2025 Q3. The latest visible filing shows VTI at 16.87% 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 Quaker Wealth Management, LLC'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
2026 Q1

VTI was reported at 16.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
19.53% in 2025 Q3

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 2026 Q1

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 Quaker Wealth Management, LLC 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 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 168,373 +7,373 +4.6% 16.87% $54.0M 2026-04-10 $335.05
2025 Q4 REDUCED 161,000 -21,964 -12.0% 17.10% $54.0M 2026-01-28 $342.01
2025 Q3 REDUCED 182,964 -4,786 -2.5% 19.53% $60.0M 2025-11-05 $331.18
2025 Q2 ADDED 187,750 +8,189 +4.6% 19.11% $57.1M 2025-08-04 $307.83
2025 Q1 ADDED 179,561 +18,093 +11.2% 17.44% $49.4M 2025-05-29 $286.73
2024 Q3 ADDED 161,468 +7,487 +4.9% 16.75% $45.7M 2024-11-12 $290.95
2024 Q1 ADDED 153,981 +65,407 +73.8% 16.20% $40.0M 2024-05-01 $241.84
2023 Q4 ADDED 88,574 +701 +0.8% 9.46% $21.0M 2024-02-12 $242.11
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Quaker Wealth Management, 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 Quaker Wealth Management, LLC reported owning VTI?

Quaker Wealth Management, LLC reported VTI across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTI position in Quaker Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VTI was 19.53% in 2025 Q3.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2026 Q1, when Quaker Wealth Management, LLC reported 168,373 shares, equal to 16.87% of portfolio, with an estimated market value of $54.0M.

What does the chart on this VTI ownership page compare?

The chart compares Quaker Wealth Management, 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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