VTI — VANGUARD INDEX FDS

Ownership history in Astoria Strategic Wealth, Inc.  ·  25 quarters on record

This page tracks every 13F SEC filing in which Astoria Strategic Wealth, Inc. 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
32.52% (2025 Q4)
Avg. % of fund
25.38%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 385,345 +865 +0.2% 32.52% $129.2M $335.27
2025 Q3 ADDED 384,480 +7,343 +1.9% 31.90% $126.2M $327.24
2025 Q2 ADDED 377,137 +70 +0.0% 30.97% $114.6M $302.23
2025 Q1 ADDED 377,067 +6,985 +1.9% 30.47% $103.6M $272.48
21 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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