Ownership history in Strategic Financial Partners, Ltd. · 7 quarters on record
This page tracks every 13F SEC filing in which Strategic Financial Partners, Ltd. reported a position in VANGUARD INDEX FDS (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 9,702 | -372 | -3.7% | 1.41% | $3.3M | $335.27 |
| 2025 Q3 | REDUCED | 10,074 | -184 | -1.8% | 1.51% | $3.3M | $327.24 |
| 2025 Q2 | REDUCED | 10,258 | -154 | -1.5% | 1.45% | $3.1M | $302.23 |
| 2025 Q1 | REDUCED | 10,412 | -467 | -4.3% | 1.51% | $2.9M | $272.48 |
As of 2025 Q4 — sorted by position size