VTI VANGUARD TOTAL STOCK MARKET ETF

Ownership history in Aspect Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Aspect Partners, LLC reported a position in VANGUARD TOTAL STOCK MARKET 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
10.06% (2025 Q4)
Avg. % of fund
7.86%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 68,565 +6,892 +11.2% 10.06% $23.0M $335.27
2025 Q3 ADDED 61,673 +8,455 +15.9% 9.19% $20.2M $327.24
2025 Q2 ADDED 53,218 +5,285 +11.0% 7.97% $16.2M $302.23
2025 Q1 ADDED 47,933 +3,487 +7.8% 7.54% $13.2M $272.48
2024 Q4 REDUCED 44,446 -2,145 -4.6% 7.44% $12.9M $286.32
2024 Q3 REDUCED 46,591 -457 -1.0% 7.40% $13.2M $278.85
2024 Q2 ADDED 47,048 +6,997 +17.5% 7.49% $12.6M $262.63
2024 Q1 ADDED 40,051 +4,578 +12.9% 8.21% $10.4M $254.25
2023 Q4 INITIATED 35,473 5.43% $8.4M
% of Fund (quarterly)    VTI price (monthly, adj. close)
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