Atlantic Private Wealth, LLC / VTI
Atlantic Private Wealth, LLC’s Vanguard Index Fds Position
Does Atlantic Private Wealth, LLC own Vanguard Index Fds (VTI)? Yes — 51.7K shares worth $17M (+10.85% of its 13F portfolio) as of Q1 2026, down from 52.2K shares the prior filed quarter.
Position Value
$17M
Q1 2026
Shares
51.7K
% of Portfolio
+10.85%
Quarters Held
18
currently held
Position History VTI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 51.7K | $17M | +10.85% |
| Q4 2025 | 52.2K | $17M | +11.18% |
| Q3 2025 | 54.8K | $18M | +11.62% |
| Q2 2025 | 58.5K | $18M | +11.91% |
| Q1 2025 | 45.8K | $13M | +9.31% |
| Q4 2024 | 47.8K | $14M | +10.44% |
| Q3 2024 | 47.8K | $14M | +10.25% |
| Q2 2024 | 48.1K | $13M | +10.48% |
| Q1 2024 | 48.6K | $13M | +10.50% |
| Q4 2023 | 52.7K | $12M | +11.16% |
| Q3 2023 | 52.9K | $11M | +11.36% |
| Q2 2023 | 49.0K | $11M | +10.98% |
| Q1 2023 | 58.1K | $12M | +12.45% |
| Q4 2022 | 64.2K | $12M | +13.19% |
| Q3 2022 | 59.8K | $11M | +12.03% |
| Q2 2022 | 66.1K | $12M | +12.80% |
| Q1 2022 | 58.9K | $13M | +12.68% |
| Q4 2021 | 60.4K | $15M | +12.81% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Atlantic Private Wealth, LLC’s full portfolio or all institutional holders of VTI.