Question 1

How many shares of VTI does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 258,527 shares of VTI (VANGUARD INDEX FDS).

Question 2

What is &PARTNERS's VTI position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's VTI position is worth $83M.

Question 3

Is &PARTNERS buying or selling VTI?

Accepted Answer

In 2026-Q1, &PARTNERS increased their VTI position (+6.1% change in shares).

Question 4

When did &PARTNERS first buy VTI?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in VTI in 2024-Q2. They have held the position across 15 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	258,527	+6.1%	$83M	0.4%	$335.73	38
2025-Q4	Increased	243,688	+104.4%	$81.7M	0.4%	$337.85	57
2025-Q3	Increased	119,228	+34.4%	$39.1M	0.3%	$326.17	45
2025-Q2	Increased	88,710	+22.6%	$27M	0.2%	$300.71	41
2025-Q1	Increased	72,342	+22.7%	$19.8M	0.2%	$271.08	41
2024-Q4	Increased	58,955	+25.8%	$17.3M	0.2%	$287.31	42
2024-Q3	Increased	46,852	+65.5%	$13.3M	0.3%	$277.75	49
2024-Q2	Increased	28,317	+818.5%	$7.6M	0.3%	$262.63	53

VTIShowing 8 of 15 quarters

VTI
Showing 8 of 15 quarters