VTI — VANGUARD INDEX FDS

Ownership history in Advisor OS, LLC · 14 quarters on record

This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in VANGUARD INDEX FDS (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

1.86% (2024 Q4)

Avg. % of fund

1.31%

First filed

2021 Q4

Last filed

2025 Q4

Quarters held

14

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	54,168	-1,972	-3.5%	1.46%	$18.2M	$335.27
2025 Q3	ADDED	56,140	+833	+1.5%	1.59%	$18.4M	$327.24
2025 Q2	REDUCED	55,307	-1,718	-3.0%	1.65%	$16.8M	$302.23
2025 Q1	ADDED	57,025	+1,611	+2.9%	1.78%	$15.7M	$272.48

% of Fund (quarterly) VTI price (monthly, adj. close)

Other funds also holding VTI

As of 2025 Q4 — sorted by position size

Cabot-Wellington, LLC 3Y 7Y 71.74% AEGON USA Investment Management, LLC 3Y 7Y 67.38% Symetra Investment Management Co 3Y 67.15% Rainwater Charitable Foundation 3Y 7Y 60.55% Beacon Wealthcare LLC 3Y 53.58% Gibson Capital, LLC 3Y 7Y 52.94% Rakuten Investment Management, Inc. 52.31% Capitol Family Office, Inc. 3Y 50.87% KMT WEALTH MANAGEMENT, LLC 50.79% Avalon Advisory Group 3Y 50.75%

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