SEC 13F Intelligence

Keyvantage Wealth, LLC / VTV

Keyvantage Wealth, LLC’s Vanguard Index Fds Position

Does Keyvantage Wealth, LLC own Vanguard Index Fds (VTV)? Yes — 16.4K shares worth $3M (+1.42% of its 13F portfolio) as of Q1 2026, down from 16.7K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
16.4K
% of Portfolio
+1.42%
Quarters Held
6
currently held

Position History VTV

Reported value by quarter
Q4 ’24: $7MQ4 ’24Q1 ’25: $4MQ1 ’25Q2 ’25: $4MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.4K$3M+1.42%
Q4 202516.7K$3M+1.36%
Q3 202520.3K$4M+1.59%
Q2 202520.8K$4M+1.65%
Q1 202522.2K$4M+1.87%
Q4 202440.0K$7M+4.85%

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