SEC 13F Intelligence

Ogorek Anthony Joseph /Ny/ /Adv / VTI

Ogorek Anthony Joseph /Ny/ /Adv’s Vanguard Index Fds Position

Does Ogorek Anthony Joseph /Ny/ /Adv own Vanguard Index Fds (VTI)? Yes — 84.6K shares worth $27M (+7.44% of its 13F portfolio) as of Q1 2026, up from 84.2K shares the prior filed quarter.

Position Value
$27M
Q1 2026
Shares
84.6K
% of Portfolio
+7.44%
Quarters Held
30
currently held

Position History VTI

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $14MQ2 ’19: $13MQ3 ’19: $13MQ4 ’19: $14MQ4 ’19Q1 ’20: $11MQ2 ’20: $13MQ3 ’20: $14MQ4 ’20: $17MQ4 ’20Q1 ’21: $18MQ2 ’21: $19MQ3 ’21: $19MQ4 ’21: $20MQ4 ’21Q1 ’22: $20MQ2 ’22: $16MQ3 ’22: $15MQ4 ’22: $16MQ4 ’22Q1 ’23: $17MQ2 ’23: $19MQ3 ’23: $18MQ4 ’23: $20MQ4 ’23Q1 ’24: $22MQ2 ’24: $23MQ3 ’24: $24MQ4 ’24: $24MQ4 ’24Q1 ’25: $23MQ2 ’25: $26MQ3 ’25: $28MQ4 ’25: $28MQ4 ’25Q1 ’26: $27Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202684.6K$27M+7.44%
Q4 202584.2K$28M+7.76%
Q3 202584.3K$28M+7.91%
Q2 202584.3K$26M+7.92%
Q1 202584.6K$23M+7.65%
Q4 202484.4K$24M+7.78%
Q3 202484.9K$24M+8.25%
Q2 202484.8K$23M+7.88%
Q1 202484.6K$22M+7.64%
Q4 202384.4K$20M+7.28%
Q3 202384.1K$18M+7.05%
Q2 202384.4K$19M+7.12%
Q1 202384.1K$17M+7.02%
Q4 202284.0K$16M+6.98%
Q3 202284.5K$15M+7.20%
Q2 202284.2K$16M+7.30%
Q1 202286.0K$20M+8.02%
Q4 202183.5K$20M+8.61%
Q3 202185.2K$19M+8.64%
Q2 202185.0K$19M+8.48%
Q1 202184.9K$18M+8.64%
Q4 202084.9K$17M+8.85%
Q3 202084.9K$14M+8.53%
Q2 202085.3K$13M+9.45%
Q1 202085.0K$11M+5.95%
Q4 201987.0K$14M+6.94%
Q3 201988.0K$13M+7.95%
Q2 201987.9K$13M+8.89%
Q1 201997.7K$14M+9.38%
Q4 201899.3K$13M+10.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ogorek Anthony Joseph /Ny/ /Adv’s full portfolio or all institutional holders of VTI.