SEC 13F Intelligence

Yoffe Investment Management, LLC / VTI

Yoffe Investment Management, LLC’s Vanguard Index Fds Position

Does Yoffe Investment Management, LLC own Vanguard Index Fds (VTI)? Yes — 8.1K shares worth $3M (+3.32% of its 13F portfolio) as of Q1 2026.

Position Value
$3M
Q1 2026
Shares
8.1K
% of Portfolio
+3.32%
Quarters Held
6
currently held

Position History VTI

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.1K$3M+3.32%
Q4 20258.1K$3M+3.46%
Q3 20258.1K$3M+3.45%
Q2 20258.9K$3M+3.70%
Q1 20258.9K$2M+3.60%
Q4 20248.9K$3M+3.83%

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