SEC 13F Intelligence

Tmd Wealth Management, LLC / VTV

Tmd Wealth Management, LLC’s Vanguard Index Fds Position

Does Tmd Wealth Management, LLC own Vanguard Index Fds (VTV)? Yes441.2K shares worth $71M (+15.52% of its 13F portfolio) as of Q2 2024, up from 420.5K shares the prior filed quarter.

Position Value
$71M
Q2 2024
Shares
441.2K
% of Portfolio
+15.52%
Quarters Held
15
currently held

Position History VTV

Reported value by quarter
Q4 ’20: $18MQ4 ’20Q1 ’21: $20MQ2 ’21: $28MQ2 ’21Q3 ’21: $390,000Q4 ’21: $415,000Q4 ’21Q1 ’22: $27MQ2 ’22: $55MQ2 ’22Q3 ’22: $51MQ4 ’22: $37MQ4 ’22Q1 ’23: $39MQ2 ’23: $42MQ2 ’23Q3 ’23: $54MQ4 ’23: $58MQ4 ’23Q1 ’24: $68MQ2 ’24: $71MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024441.2K$71M+15.52%
Q1 2024420.5K$68M+15.97%
Q4 2023389.7K$58M+15.18%
Q3 2023390.9K$54M+15.37%
Q2 2023295.6K$42M+10.95%
Q1 2023283.8K$39M+11.07%
Q4 2022263.5K$37M+16.46%
Q3 2022415.5K$51M+23.07%
Q2 2022419.5K$55M+23.17%
Q1 2022183.6K$27M+10.44%
Q4 20212.8K$415,000+0.15%
Q3 20212.9K$390,000+0.16%
Q2 2021207.2K$28M+12.43%
Q1 2021155.9K$20M+9.74%
Q4 2020148.3K$18M+9.89%

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