VTI — VANGUARD INDEX FDS

Ownership history in Avalon Advisory Group  ·  25 quarters on record

This page tracks every 13F SEC filing in which Avalon Advisory Group 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
53.7% (2019 Q4)
Avg. % of fund
50.8%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 370,979 -10,796 -2.8% 50.75% $124.4M $335.27
2025 Q3 REDUCED 381,775 -1,213 -0.3% 50.78% $125.3M $327.24
2025 Q2 ADDED 382,988 +3,776 +1.0% 50.00% $116.4M $302.23
2025 Q1 REDUCED 379,212 -11,492 -2.9% 49.10% $104.2M $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% Briggs Wealth Management, Inc 48.84%
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