SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / VO

Tillar-Wenstrup Advisors, LLC’s Vanguard Index Fds Position

Does Tillar-Wenstrup Advisors, LLC own Vanguard Index Fds (VO)? Not currently — the last reported position was 24.6K shares worth $5M in Q4 2022; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$5M
Q4 2022
Shares
24.6K
% of Portfolio
+2.42%
Quarters Held
17
position exited

Position History VO

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ3 ’19Q4 ’19: $3MQ1 ’20: $5MQ2 ’20: $9MQ2 ’20Q3 ’20: $9MQ4 ’20: $11MQ1 ’21: $11MQ1 ’21Q2 ’21: $12MQ3 ’21: $12MQ4 ’21: $11MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202224.6K$5M+2.42%
Q3 202225.1K$5M+2.36%
Q2 202224.9K$5M+2.45%
Q1 202224.2K$6M+2.75%
Q4 202141.8K$11M+5.02%
Q3 202149.1K$12M+5.38%
Q2 202150.6K$12M+5.47%
Q1 202151.0K$11M+5.51%
Q4 202050.8K$11M+5.45%
Q3 202052.5K$9M+5.36%
Q2 202054.9K$9M+5.45%
Q1 202035.5K$5M+4.34%
Q4 201918.6K$3M+1.85%
Q3 201919.2K$3M+1.86%
Q2 201920.0K$3M+1.88%
Q1 201920.6K$3M+1.90%
Q4 201821.0K$3M+1.91%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tillar-Wenstrup Advisors, LLC’s full portfolio or all institutional holders of VO.