VTI — VANGUARD TOTAL STOCK MARKET ETF

Ownership history in Capital Square, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Capital Square, LLC reported a position in VANGUARD TOTAL STOCK MARKET 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
6.6% (2023 Q2)
Avg. % of fund
5.35%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 37,259 +1,489 +4.2% 6.37% $12.5M $335.27
2025 Q3 ADDED 35,770 +832 +2.4% 5.98% $11.7M $327.24
2025 Q2 ADDED 34,938 +1,259 +3.7% 5.72% $10.7M $302.23
2025 Q1 ADDED 33,679 +2,070 +6.5% 5.44% $9.3M $272.48
11 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%
← Back to Capital Square, LLC Holdings