SEC 13F Intelligence

Wise Wealth Partners / VTI

Wise Wealth Partners’s Vanguard Index Fds Position

Does Wise Wealth Partners own Vanguard Index Fds (VTI)? Yes — 2.4K shares worth $766,799 (+1.04% of its 13F portfolio) as of Q1 2026, up from 2.2K shares the prior filed quarter.

Position Value
$766,799
Q1 2026
Shares
2.4K
% of Portfolio
+1.04%
Quarters Held
6
currently held

Position History VTI

Reported value by quarter
Q4 ’24: $717,182Q4 ’24Q1 ’25: $666,543Q1 ’25Q2 ’25: $703,658Q2 ’25Q3 ’25: $759,779Q3 ’25Q4 ’25: $737,996Q4 ’25Q1 ’26: $766,799Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.4K$766,799+1.04%
Q4 20252.2K$737,996+1.06%
Q3 20252.3K$759,779+1.16%
Q2 20252.3K$703,658+1.18%
Q1 20252.4K$666,543+1.59%
Q4 20242.5K$717,182+1.77%

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