SEC 13F Intelligence

Altus Wealth Management, LLC / VTI

Altus Wealth Management, LLC’s Vanguard Index Fds Position

Does Altus Wealth Management, LLC own Vanguard Index Fds (VTI)? Yes — 150.3K shares worth $48M (+21.44% of its 13F portfolio) as of Q1 2026, up from 150.2K shares the prior filed quarter.

Position Value
$48M
Q1 2026
Shares
150.3K
% of Portfolio
+21.44%
Quarters Held
26
currently held

Position History VTI

Reported value by quarter
Q4 ’19: $17MQ4 ’19Q1 ’20: $14MQ2 ’20: $17MQ3 ’20: $21MQ4 ’20: $24MQ4 ’20Q1 ’21: $26MQ2 ’21: $29MQ3 ’21: $31MQ4 ’21: $34MQ4 ’21Q1 ’22: $33MQ2 ’22: $27MQ3 ’22: $26MQ4 ’22: $28MQ4 ’22Q1 ’23: $31MQ2 ’23: $33MQ3 ’23: $32MQ4 ’23: $36MQ4 ’23Q1 ’24: $40MQ2 ’24: $41MQ3 ’24: $43MQ4 ’24: $44MQ4 ’24Q1 ’25: $42MQ2 ’25: $45MQ3 ’25: $50MQ4 ’25: $50MQ4 ’25Q1 ’26: $48Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026150.3K$48M+21.44%
Q4 2025150.2K$50M+21.70%
Q3 2025151.7K$50M+22.04%
Q2 2025149.3K$45M+21.72%
Q1 2025151.2K$42M+19.46%
Q4 2024152.2K$44M+19.73%
Q3 2024150.3K$43M+19.96%
Q2 2024154.7K$41M+19.89%
Q1 2024155.2K$40M+21.22%
Q4 2023153.4K$36M+21.76%
Q3 2023151.8K$32M+22.40%
Q2 2023148.4K$33M+25.81%
Q1 2023150.0K$31M+25.32%
Q4 2022144.5K$28M+24.33%
Q3 2022146.1K$26M+22.45%
Q2 2022145.2K$27M+21.31%
Q1 2022143.2K$33M+22.44%
Q4 2021139.0K$34M+19.99%
Q3 2021138.0K$31M+19.42%
Q2 2021130.8K$29M+18.77%
Q1 2021126.6K$26M+18.57%
Q4 2020122.9K$24M+18.56%
Q3 2020121.3K$21M+19.01%
Q2 2020111.8K$17M+19.50%
Q1 2020107.7K$14M+19.85%
Q4 2019106.1K$17M+16.99%

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