SEC 13F Intelligence

Strategic Wealth Management Group, LLC / VTI

Strategic Wealth Management Group, LLC’s Vanguard Index Fds Position

Does Strategic Wealth Management Group, LLC own Vanguard Index Fds (VTI)? Yes — 27.3K shares worth $6M (+2.22% of its 13F portfolio) as of Q2 2021, down from 30.9K shares the prior filed quarter.

Position Value
$6M
Q2 2021
Shares
27.3K
% of Portfolio
+2.22%
Quarters Held
11
currently held

Position History VTI

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ2 ’19Q3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202127.3K$6M+2.22%
Q1 202130.9K$6M+2.44%
Q4 20209.0K$2M+0.76%
Q3 20209.0K$2M+0.74%
Q2 20209.0K$1M+0.83%
Q1 20209.0K$1M+0.86%
Q4 20199.0K$1M+0.95%
Q3 20199.0K$1M+0.98%
Q2 20199.0K$1M+1.03%
Q1 20199.1K$1M+1.08%
Q4 20189.1K$1M+1.12%

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