SEC 13F Intelligence

Atlantic Private Wealth, LLC / VXF

Atlantic Private Wealth, LLC’s Vanguard Index Fds Position

Does Atlantic Private Wealth, LLC own Vanguard Index Fds (VXF)? Yes28.1K shares worth $6M (+3.78% of its 13F portfolio) as of Q1 2026, down from 28.2K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
28.1K
% of Portfolio
+3.78%
Quarters Held
18
currently held

Position History VXF

Reported value by quarter
Q4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $4MQ1 ’23: $5MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5MQ1 ’24: $5MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ3 ’25: $6MQ3 ’25Q4 ’25: $6MQ1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.1K$6M+3.78%
Q4 202528.2K$6M+3.78%
Q3 202528.5K$6M+3.86%
Q2 202528.0K$5M+3.61%
Q1 202527.0K$5M+3.44%
Q4 202430.6K$6M+4.38%
Q3 202430.9K$6M+4.25%
Q2 202430.8K$5M+4.23%
Q1 202429.2K$5M+4.26%
Q4 202329.3K$5M+4.31%
Q3 202329.3K$4M+4.25%
Q2 202329.5K$4M+4.46%
Q1 202332.2K$5M+4.74%
Q4 202232.5K$4M+4.64%
Q3 202236.2K$5M+5.16%
Q2 202236.3K$5M+4.89%
Q1 202235.0K$6M+5.47%
Q4 202134.4K$6M+5.52%

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 VXF.