VTI — VANGUARD INDEX FDS STK MRK ETF

Ownership history in AEGON USA Investment Management, LLC  ·  68 quarters on record

This page tracks every 13F SEC filing in which AEGON USA Investment Management, LLC reported a position in VANGUARD INDEX FDS STK MRK ETF (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
67.41% (2024 Q4)
Avg. % of fund
41.2%
First filed
2009 Q1
Last filed
2025 Q4
Quarters held
68
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 284,368 -5,760 -2.0% 67.38% $95.3M $335.27
2025 Q3 REDUCED 290,128 -3,473 -1.2% 64.85% $95.21B $327.24
2025 Q2 REDUCED 293,601 -6,738 -2.2% 66.85% $89.23B $302.23
2025 Q1 REDUCED 300,339 -3,242 -1.1% 65.58% $82.55B $272.48
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% Briggs Wealth Management, Inc 48.84%
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