ROMAN BUTLER FULLERTON & CO VTV β€” VANGUARD INDEX FDS

Ownership history in ROMAN BUTLER FULLERTON & CO  Β·  3 quarters on record

AI Ownership Summary

ROMAN BUTLER FULLERTON & CO reported VANGUARD INDEX FDS (VTV) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.32% in 2025 Q2. The latest visible filing shows VTV at 0.30% 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 ROMAN BUTLER FULLERTON & 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

VTV was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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 ROMAN BUTLER FULLERTON & CO held VTV β€” position size vs. price
% of Fund (quarterly)    VTV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8.9% +3.3% ❌ 5,781 -563 -8.9% 0.30% $1.1M 2026-01-26 $197.17
2025 Q3 ADDED β€” β€” β€” 6,344 +322 +5.3% 0.32% $1.2M 2025-11-06 $183.01
2025 Q2 INITIATED β€” β€” β€” 6,022 β€” β€” 0.32% $1.1M 2025-07-30 $175.92

FAQ About ROMAN BUTLER FULLERTON & CO and VTV

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

How long has ROMAN BUTLER FULLERTON & CO reported owning VTV?

ROMAN BUTLER FULLERTON & CO reported VTV across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported VTV position in ROMAN BUTLER FULLERTON & CO's portfolio?

The largest reported portfolio weight for VTV was 0.32% in 2025 Q2.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2025 Q4, when ROMAN BUTLER FULLERTON & CO reported 5,781 shares, equal to 0.30% of portfolio, with an estimated market value of $1.1M.

What does the chart on this VTV ownership page compare?

The chart compares ROMAN BUTLER FULLERTON & CO'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.

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