SEC 13F Intelligence

Truvvo Partners LLC / VTI

Truvvo Partners LLC’s Vanguard Index Fds Position

Does Truvvo Partners LLC own Vanguard Index Fds (VTI)? Not currently — the last reported position was 30.1K shares worth $7M in Q3 2021; the fund’s latest 13F (Q3 2022) no longer reports it.

Position Value
$7M
Q3 2021
Shares
30.1K
% of Portfolio
+4.63%
Quarters Held
7
position exited

Position History VTI

Reported value by quarter
Q1 ’20: $4MQ1 ’20Q2 ’20: $5MQ2 ’20Q3 ’20: $5MQ3 ’20Q4 ’20: $6MQ4 ’20Q1 ’21: $6MQ1 ’21Q2 ’21: $7MQ2 ’21Q3 ’21: $7MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202130.1K$7M+4.63%
Q2 202130.1K$7M+4.60%
Q1 202130.1K$6M+4.72%
Q4 202030.1K$6M+3.93%
Q3 202030.1K$5M+3.96%
Q2 202030.1K$5M+3.68%
Q1 202030.1K$4M+3.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Truvvo Partners LLC’s full portfolio or all institutional holders of VTI.