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.
| 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 |
| 2024 Q4 | REDUCED | 55,414 | -11 | -0.0% | 1.86% | $16.1M | $286.32 |
| 2024 Q3 | ADDED | 55,425 | +1,050 | +1.9% | 1.56% | $15.7M | $278.85 |
| 2024 Q2 | ADDED | 54,375 | +2,860 | +5.6% | 1.59% | $14.5M | $262.63 |
| 2024 Q1 | REDUCED | 51,515 | -692 | -1.3% | 1.54% | $13.4M | $254.25 |
| 2023 Q4 | ADDED | 52,207 | +1,201 | +2.4% | 1.61% | $12.4M | $231.25 |
| 2023 Q3 | ADDED | 51,006 | +5,642 | +12.4% | 1.62% | $10.8M | $206.18 |
As of 2025 Q4 — sorted by position size