VTI — VANGUARD TOTL SM ETF

Ownership history in Cabot-Wellington, LLC  ·  32 quarters on record

This page tracks every 13F SEC filing in which Cabot-Wellington, LLC reported a position in VANGUARD TOTL SM 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
77.66% (2024 Q4)
Avg. % of fund
49.69%
First filed
2016 Q1
Last filed
2025 Q4
Quarters held
32
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 667,254 -6,447 -1.0% 71.74% $223.7M $335.27
2025 Q3 REDUCED 673,701 -5,634 -0.8% 71.52% $221.1M $327.24
2025 Q2 REDUCED 679,335 -19,212 -2.8% 71.12% $206.5M $302.23
2025 Q1 REDUCED 698,547 -6,543 -0.9% 70.74% $192.0M $272.48
28 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

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% Briggs Wealth Management, Inc 48.84%
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