SEC 13F Intelligence

Councilmark Asset Management, LLC / VTI

Councilmark Asset Management, LLC’s Vanguard Index Fds Position

Does Councilmark Asset Management, LLC own Vanguard Index Fds (VTI)? Yes — 14.6K shares worth $5M (+2.68% of its 13F portfolio) as of Q1 2026.

Position Value
$5M
Q1 2026
Shares
14.6K
% of Portfolio
+2.68%
Quarters Held
9
currently held

Position History VTI

Reported value by quarter
Q1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $5MQ3 ’25Q4 ’25: $5MQ1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.6K$5M+2.68%
Q4 202514.6K$5M+2.73%
Q3 202514.5K$5M+2.72%
Q2 202514.5K$4M+2.79%
Q1 202514.5K$4M+2.69%
Q4 202414.5K$4M+2.82%
Q3 202414.5K$4M+2.75%
Q2 202414.5K$4M+2.74%
Q1 202414.5K$4M+2.71%

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