SigFig Wealth Management, LLC VTV VANGUARD INDEX FDS

Ownership history in SigFig Wealth Management, LLC  ·  21 quarters on record

AI Ownership Summary

SigFig Wealth Management, LLC reported VANGUARD INDEX FDS (VTV) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2026 Q1. The latest visible filing shows VTV at 0.23% 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 VTV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SigFig 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

VTV was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q1

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 SigFig Wealth Management, LLC 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 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 39,727 +2,248 +6.0% 0.23% $7.8M 2026-04-14 $202.96
2025 Q4 ADDED 37,479 +3,362 +9.9% 0.21% $7.2M 2026-01-16 $197.28
2025 Q3 REDUCED 34,117 -1,567 -4.4% 0.20% $6.3M 2025-10-21 $185.23
2025 Q2 ADDED 35,684 +919 +2.6% 0.21% $6.3M 2025-07-18 $174.88
2025 Q1 ADDED 34,765 +1,116 +3.3% 0.21% $5.9M 2025-04-09 $160.43
2024 Q4 ADDED 33,649 +2,135 +6.8% 0.21% $5.7M 2025-02-11 $172.75
2024 Q3 ADDED 31,514 +4,349 +16.0% 0.20% $5.5M 2024-11-14 $171.03
2024 Q2 ADDED 27,165 +5,290 +24.2% 0.16% $4.4M 2024-08-09 $157.26
2024 Q1 ADDED 21,875 +3,432 +18.6% 0.13% $3.6M 2024-05-10 $154.39
2023 Q4 ADDED 18,443 +7,416 +67.3% 0.10% $2.8M 2024-02-08 $144.90
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SigFig Wealth Management, LLC and VTV

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

How long has SigFig Wealth Management, LLC reported owning VTV?

SigFig Wealth Management, LLC reported VTV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTV position in SigFig Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VTV was 0.23% in 2026 Q1.

What is the latest reported VTV position on this page?

The most recent filing on this page is 2026 Q1, when SigFig Wealth Management, LLC reported 39,727 shares, equal to 0.23% of portfolio, with an estimated market value of $7.8M.

What does the chart on this VTV ownership page compare?

The chart compares SigFig Wealth Management, LLC'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 SigFig Wealth Management, LLC time their VTV position?

Based on 13F filing dates vs. subsequent VTV price moves, SigFig Wealth Management, LLC correctly timed 14 out of 20 reported position changes (70%). The annualised alpha on VTV relative to SPY over the holding period was -1.8%.

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