VTI — Vanguard Total Stock Market Index Fund ETF Shares

Ownership history in Asset Dedication, LLC  ·  36 quarters on record

This page tracks every 13F SEC filing in which Asset Dedication, LLC reported a position in Vanguard Total Stock Market Index Fund ETF Shares (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
1.13% (2019 Q3)
Avg. % of fund
0.64%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 30,837 -443 -1.4% 0.68% $10.3M $335.27
2025 Q3 ADDED 31,280 +290 +0.9% 0.69% $10.3M $327.24
2025 Q2 ADDED 30,990 +2,555 +9.0% 0.68% $9.4M $302.23
2025 Q1 ADDED 28,435 +746 +2.7% 0.63% $7.8M $272.48
32 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% 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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