SEC 13F Intelligence

Ten Capital Wealth Advisors, LLC / VTI

Ten Capital Wealth Advisors, LLC’s Vanguard Index Fds Position

Does Ten Capital Wealth Advisors, LLC own Vanguard Index Fds (VTI)? Yes — 19.3K shares worth $4M (+1.23% of its 13F portfolio) as of Q2 2023, up from 7.5K shares the prior filed quarter.

Position Value
$4M
Q2 2023
Shares
19.3K
% of Portfolio
+1.23%
Quarters Held
11
currently held

Position History VTI

Reported value by quarter
Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $1MQ2 ’21Q3 ’21: $1MQ4 ’21: $2MQ4 ’21Q1 ’22: $1MQ2 ’22: $1MQ2 ’22Q3 ’22: $2MQ4 ’22: $1MQ4 ’22Q1 ’23: $2MQ2 ’23: $4MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202319.3K$4M+1.23%
Q1 20237.5K$2M+0.50%
Q4 20227.5K$1M+0.57%
Q3 20228.7K$2M+0.71%
Q2 20226.1K$1M+0.50%
Q1 20226.0K$1M+0.57%
Q4 20216.6K$2M+0.65%
Q3 20216.6K$1M+0.69%
Q2 20216.6K$1M+0.33%
Q1 20216.5K$1M+0.33%
Q4 20205.1K$1M+0.28%

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