SEC 13F Intelligence

Vivid Wealth Management, LLC / VTV

Vivid Wealth Management, LLC’s Vanguard Index Fds Position

Does Vivid Wealth Management, LLC own Vanguard Index Fds (VTV)? Yes — 45.0K shares worth $9M (+3.58% of its 13F portfolio) as of Q1 2026, down from 46.3K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
45.0K
% of Portfolio
+3.58%
Quarters Held
10
currently held

Position History VTV

Reported value by quarter
Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $6MQ4 ’24: $6MQ4 ’24Q1 ’25: $9MQ2 ’25: $8MQ2 ’25Q3 ’25: $9MQ4 ’25: $9MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202645.0K$9M+3.58%
Q4 202546.3K$9M+3.44%
Q3 202546.0K$9M+3.41%
Q2 202545.3K$8M+3.52%
Q1 202550.6K$9M+4.37%
Q4 202435.4K$6M+3.03%
Q3 202435.1K$6M+3.20%
Q2 202431.6K$5M+2.84%
Q1 202424.2K$4M+2.47%
Q4 202324.2K$4M+2.46%

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