SEARCY FINANCIAL SERVICES INC /ADV VTI — VANGUARD INDEX FDS

Ownership history in SEARCY FINANCIAL SERVICES INC /ADV  ·  17 quarters on record

AI Ownership Summary

SEARCY FINANCIAL SERVICES INC /ADV reported VANGUARD INDEX FDS (VTI) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.56% in 2024 Q4. The latest visible filing shows VTI at 0.49% 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 SEARCY FINANCIAL SERVICES INC /ADV'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 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% 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
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.

VTI stock page SEARCY FINANCIAL SERVICES INC /ADV fund profile SEARCY FINANCIAL SERVICES INC /ADV full holdings
How SEARCY FINANCIAL SERVICES INC /ADV 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 4,153 — 0% 0.49% $1.3M 2026-04-14 $342.65
2025 Q4 UNCHANGED — — — 4,153 — 0% 0.52% $1.4M 2026-01-22 $339.81
2025 Q3 UNCHANGED — — — 4,153 — 0% 0.52% $1.4M 2025-10-06 $329.24
2025 Q2 UNCHANGED — — — 4,153 — 0% 0.51% $1.3M 2025-07-09 $304.83
2025 Q1 UNCHANGED — — — 4,153 — 0% 0.49% $1.1M 2025-04-17 $255.73
2024 Q4 UNCHANGED — — — 4,153 — 0% 0.56% $1.2M 2025-01-13 $283.41
2024 Q3 UNCHANGED — — — 4,153 — 0% 0.55% $1.2M 2024-10-15 $281.12
2024 Q2 UNCHANGED — — — 4,153 — 0% 0.55% $1.1M 2024-07-15 $270.92
2024 Q1 UNCHANGED — — — 4,153 — 0% 0.55% $1.1M 2024-04-16 $242.97
2023 Q4 UNCHANGED — — — 4,153 — 0% 0.55% $985K 2024-01-16 $229.36
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VTI

As of 2026 Q1 — sorted by position size

Cabot-Wellington, LLC 3Y 7Y 73.94% AEGON USA Investment Management, LLC 3Y 7Y 70.29% Independent Order of Foresters 3Y 7Y 67.35% Rainwater Charitable Foundation 3Y 7Y 65.39% Rakuten Investment Management, Inc. 63.14% Narodna banka Slovenska 58.71% Shade Tree Advisors LLC 58.52% Beacon Wealthcare LLC 3Y 51.1% Capitol Family Office, Inc. 3Y 50.87% Gibson Capital, LLC 3Y 7Y 50.85%

FAQ About SEARCY FINANCIAL SERVICES INC /ADV and VTI

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

How long has SEARCY FINANCIAL SERVICES INC /ADV reported owning VTI?

SEARCY FINANCIAL SERVICES INC /ADV reported VTI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTI position in SEARCY FINANCIAL SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for VTI was 0.56% in 2024 Q4.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2026 Q1, when SEARCY FINANCIAL SERVICES INC /ADV reported 4,153 shares, equal to 0.49% of portfolio, with an estimated market value of $1.3M.

What does the chart on this VTI ownership page compare?

The chart compares SEARCY FINANCIAL SERVICES INC /ADV'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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