VTI β€” VANGUARD TOTL SM ETF

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

AI Ownership Summary

Cabot-Wellington, LLC reported VANGUARD TOTL SM ETF (VTI) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 77.66% in 2024 Q4. The latest visible filing shows VTI at 71.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cabot-Wellington, LLC's position in VANGUARD TOTL SM ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VTI was reported at 71.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
77.66% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Cabot-Wellington, LLC held VTI β€” position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 667,254 -6,447 -1.0% 71.74% $223.7M 2026-02-14 (Est.) $335.60
2025 Q3 REDUCED 673,701 -5,634 -0.8% 71.52% $221.1M 2025-10-29 $335.70
2025 Q2 REDUCED 679,335 -19,212 -2.8% 71.12% $206.5M 2025-07-30 $309.53
2025 Q1 REDUCED 698,547 -6,543 -0.9% 70.74% $192.0M 2025-04-14 $261.06
2024 Q4 REDUCED 705,090 -5,934 -0.8% 77.66% $204.3M 2025-01-28 $295.11
2024 Q3 REDUCED 711,024 -11,748 -1.6% 75.68% $201.3M 2024-10-25 $280.31
2024 Q2 REDUCED 722,772 -20,034 -2.7% 75.71% $193.3M 2024-07-25 $260.82
2024 Q1 REDUCED 742,806 -5,179 -0.7% 74.93% $193.1M 2024-05-23 $253.55
2023 Q4 ADDED 747,985 +209,079 +38.8% 74.17% $177.4M 2024-02-08 $240.41
23 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VTI

As of 2026 Q1 β€” sorted by position size

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FAQ About Cabot-Wellington, LLC and VTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cabot-Wellington, LLC reported owning VTI?

Cabot-Wellington, LLC reported VTI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTI position in Cabot-Wellington, LLC's portfolio?

The largest reported portfolio weight for VTI was 77.66% in 2024 Q4.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when Cabot-Wellington, LLC reported 667,254 shares, equal to 71.74% of portfolio, with an estimated market value of $223.7M.

What does the chart on this VTI ownership page compare?

The chart compares Cabot-Wellington, LLC's quarterly VTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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