VTI β€” VANGUARD INDEX FDS

Ownership history in Verus Advisory, Inc.  Β·  1 quarter on record

AI Ownership Summary

Verus Advisory, Inc. reported VANGUARD INDEX FDS (VTI) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 29.39% in 2025 Q4. The latest visible filing shows VTI at 29.39% 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 Verus Advisory, Inc.'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 29.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
29.39% in 2025 Q4

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

Time in book
Holding Window
2025 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 Verus Advisory, Inc. held VTI β€” position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 133,330 β€” β€” 29.39% $45.0M 2026-02-14 (Est.) $336.65

FAQ About Verus Advisory, Inc. and VTI

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

How long has Verus Advisory, Inc. reported owning VTI?

Verus Advisory, Inc. reported VTI across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported VTI position in Verus Advisory, Inc.'s portfolio?

The largest reported portfolio weight for VTI was 29.39% in 2025 Q4.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when Verus Advisory, Inc. reported 133,330 shares, equal to 29.39% of portfolio, with an estimated market value of $45.0M.

What does the chart on this VTI ownership page compare?

The chart compares Verus Advisory, Inc.'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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