VTI β€” VANGUARD INDEX FDS

Ownership history in Solutions 4 Wealth, Ltd  Β·  9 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported VANGUARD INDEX FDS (VTI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.19% in 2025 Q3. The latest visible filing shows VTI at 1.16% 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 VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solutions 4 Wealth, Ltd'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

VTI was reported at 1.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.19% 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 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 Solutions 4 Wealth, Ltd held VTI β€” position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,286 -55 -2.3% 1.16% $766K 2026-02-14 (Est.) $335.60
2025 Q3 ADDED 2,341 +601 +34.5% 1.19% $768K 2025-11-04 $329.77
2025 Q2 ADDED 1,740 +549 +46.1% 0.88% $529K 2025-08-13 $314.90
2025 Q1 UNCHANGED 1,191 β€” 0% 0.58% $327K 2025-05-09 $274.72
2024 Q4 ADDED 1,191 +20 +1.7% 0.63% $345K 2025-01-28 $295.11
2024 Q3 UNCHANGED 1,171 β€” 0% 0.65% $332K 2024-11-14 $288.66
2024 Q2 ADDED 1,171 +50 +4.5% 0.71% $313K 2024-08-14 $262.17
2024 Q1 ADDED 1,121 +8 +0.7% 0.82% $291K 2024-05-02 $244.35
2023 Q4 INITIATED 1,113 β€” β€” 0.86% $264K 2024-02-06 $237.95

FAQ About Solutions 4 Wealth, Ltd and VTI

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

How long has Solutions 4 Wealth, Ltd reported owning VTI?

Solutions 4 Wealth, Ltd reported VTI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTI position in Solutions 4 Wealth, Ltd's portfolio?

The largest reported portfolio weight for VTI was 1.19% in 2025 Q3.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when Solutions 4 Wealth, Ltd reported 2,286 shares, equal to 1.16% of portfolio, with an estimated market value of $766K.

What does the chart on this VTI ownership page compare?

The chart compares Solutions 4 Wealth, Ltd'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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