Source Financial Advisors LLC / VTI
Source Financial Advisors LLC’s Vanguard Index Fds Position
Does Source Financial Advisors LLC own Vanguard Index Fds (VTI)? Yes — 56.1K shares worth $16M (+4.69% of its 13F portfolio) as of Q3 2024, down from 56.4K shares the prior filed quarter.
Position Value
$16M
Q3 2024
Shares
56.1K
% of Portfolio
+4.69%
Quarters Held
16
currently held
Position History VTI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 56.1K | $16M | +4.69% |
| Q2 2024 | 56.4K | $15M | +4.64% |
| Q1 2024 | 59.9K | $16M | +4.72% |
| Q4 2023 | 49.3K | $12M | +3.63% |
| Q3 2023 | 47.3K | $10M | +3.39% |
| Q2 2023 | 56.1K | $12M | +4.05% |
| Q1 2023 | 53.8K | $11M | +3.68% |
| Q4 2022 | 65.6K | $13M | +4.71% |
| Q3 2022 | 62.7K | $11M | +4.45% |
| Q2 2022 | 48.0K | $9M | +3.55% |
| Q1 2022 | 48.2K | $11M | +3.23% |
| Q4 2021 | 39.9K | $10M | +2.60% |
| Q3 2021 | 37.1K | $8M | +2.14% |
| Q2 2021 | 34.0K | $8M | +1.95% |
| Q1 2021 | 39.6K | $8M | +2.18% |
| Q4 2020 | 37.2K | $7M | +1.96% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Source Financial Advisors LLC’s full portfolio or all institutional holders of VTI.