SEC 13F Intelligence

Baltimore-Washington Financial Advisors, Inc. / VTV

Baltimore-Washington Financial Advisors, Inc.’s Vanguard Index Fds Position

Does Baltimore-Washington Financial Advisors, Inc. own Vanguard Index Fds (VTV)? Yes — 299.4K shares worth $59M (+2.53% of its 13F portfolio) as of Q1 2026, up from 283.7K shares the prior filed quarter.

Position Value
$59M
Q1 2026
Shares
299.4K
% of Portfolio
+2.53%
Quarters Held
30
currently held

Position History VTV

Reported value by quarter
Q4 ’18: $14MQ4 ’18Q1 ’19: $15MQ2 ’19: $16MQ3 ’19: $16MQ4 ’19: $17MQ4 ’19Q1 ’20: $13MQ2 ’20: $14MQ3 ’20: $14MQ4 ’20: $16MQ4 ’20Q1 ’21: $18MQ2 ’21: $19MQ3 ’21: $20MQ4 ’21: $21MQ4 ’21Q1 ’22: $18MQ2 ’22: $25MQ3 ’22: $52MQ4 ’22: $34MQ4 ’22Q1 ’23: $33MQ2 ’23: $31MQ3 ’23: $29MQ4 ’23: $32MQ4 ’23Q1 ’24: $37MQ2 ’24: $38MQ3 ’24: $42MQ4 ’24: $43MQ4 ’24Q1 ’25: $44MQ2 ’25: $44MQ3 ’25: $51MQ4 ’25: $54MQ4 ’25Q1 ’26: $59Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026299.4K$59M+2.53%
Q4 2025283.7K$54M+2.25%
Q3 2025273.2K$51M+2.18%
Q2 2025247.9K$44M+2.04%
Q1 2025257.6K$44M+2.36%
Q4 2024253.0K$43M+2.20%
Q3 2024242.2K$42M+2.28%
Q2 2024235.5K$38M+2.18%
Q1 2024226.7K$37M+2.30%
Q4 2023214.3K$32M+2.22%
Q3 2023207.1K$29M+2.31%
Q2 2023215.2K$31M+2.44%
Q1 2023237.5K$33M+2.89%
Q4 2022239.2K$34M+3.28%
Q3 2022407.4K$52M+4.36%
Q2 2022187.7K$25M+2.65%
Q1 2022138.5K$18M+1.78%
Q4 20213.8K$21M+1.73%
Q3 2021146.7K$20M+1.75%
Q2 2021140.9K$19M+1.80%
Q1 2021138.7K$18M+1.86%
Q4 2020135.1K$16M+1.75%
Q3 2020131.5K$14M+1.78%
Q2 2020141.6K$14M+1.94%
Q1 2020141.2K$13M+2.27%
Q4 2019139.0K$17M+2.45%
Q3 2019146.2K$16M+2.68%
Q2 2019148.7K$16M+2.78%
Q1 2019143.8K$15M+2.71%
Q4 2018141.8K$14M+2.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baltimore-Washington Financial Advisors, Inc.’s full portfolio or all institutional holders of VTV.