SEC 13F Intelligence

Edmonds Duncan Registered Investment Advisors, LLC / VTV

Edmonds Duncan Registered Investment Advisors, LLC’s Vanguard Index Fds Position

Does Edmonds Duncan Registered Investment Advisors, LLC own Vanguard Index Fds (VTV)? Yes48.3K shares worth $8M (+1.85% of its 13F portfolio) as of Q3 2024, up from 47.5K shares the prior filed quarter.

Position Value
$8M
Q3 2024
Shares
48.3K
% of Portfolio
+1.85%
Quarters Held
16
currently held

Position History VTV

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $2MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $7MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $8MQ2 ’24Q3 ’24: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202448.3K$8M+1.85%
Q2 202447.5K$8M+1.86%
Q1 202447.6K$8M+1.95%
Q4 202347.5K$7M+1.85%
Q3 202347.3K$7M+1.83%
Q2 202330.2K$4M+1.29%
Q1 202326.3K$4M+1.12%
Q4 202223.4K$3M+1.07%
Q3 202222.1K$3M+0.96%
Q2 202220.5K$3M+0.93%
Q1 202222.0K$3M+0.95%
Q4 202121.9K$3M+0.84%
Q3 202121.5K$3M+0.89%
Q2 202118.1K$2M+0.77%
Q1 202119.1K$3M+0.83%
Q4 202019.0K$2M+0.79%

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