SEC 13F Intelligence

Wealthspan Partners, LLC / VTV

Wealthspan Partners, LLC’s Vanguard Index Fds Position

Does Wealthspan Partners, LLC own Vanguard Index Fds (VTV)? Yes133.1K shares worth $26M (+9.20% of its 13F portfolio) as of Q1 2026, up from 132.2K shares the prior filed quarter.

Position Value
$26M
Q1 2026
Shares
133.1K
% of Portfolio
+9.20%
Quarters Held
18
currently held

Position History VTV

Reported value by quarter
Q4 ’21: $9MQ4 ’21Q1 ’22: $10MQ2 ’22: $11MQ3 ’22: $11MQ3 ’22Q4 ’22: $13MQ1 ’23: $14MQ2 ’23: $14MQ2 ’23Q3 ’23: $14MQ4 ’23: $16MQ1 ’24: $19MQ1 ’24Q2 ’24: $20MQ3 ’24: $22MQ4 ’24: $22MQ4 ’24Q1 ’25: $23MQ2 ’25: $23MQ3 ’25: $24MQ3 ’25Q4 ’25: $25MQ1 ’26: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026133.1K$26M+9.20%
Q4 2025132.2K$25M+9.18%
Q3 2025131.2K$24M+9.34%
Q2 2025132.1K$23M+9.65%
Q1 2025132.8K$23M+10.60%
Q4 2024130.8K$22M+10.58%
Q3 2024127.9K$22M+11.02%
Q2 2024122.1K$20M+10.81%
Q1 2024114.2K$19M+10.96%
Q4 2023105.9K$16M+11.08%
Q3 2023103.1K$14M+11.24%
Q2 202399.4K$14M+11.15%
Q1 202398.1K$14M+11.58%
Q4 202295.3K$13M+12.17%
Q3 202290.8K$11M+11.61%
Q2 202283.7K$11M+11.40%
Q1 202269.7K$10M+9.34%
Q4 202162.4K$9M+8.12%

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