VTI — VANGUARD INDEX FDS

Ownership history in Capitol Family Office, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Capitol Family Office, 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
52.17% (2024 Q4)
Avg. % of fund
44.21%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 128,485 +2,371 +1.9% 50.87% $43.1M $335.27
2025 Q3 REDUCED 126,114 -645 -0.5% 50.20% $41.4M $327.24
2025 Q2 REDUCED 126,759 -8,090 -6.0% 50.24% $38.5M $302.23
2025 Q1 UNCHANGED 134,849 — 0% 51.61% $39.1M $272.48
9 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% KMT WEALTH MANAGEMENT, LLC 50.79% Avalon Advisory Group 3Y 50.75% Briggs Wealth Management, Inc 48.84%
← Back to Capitol Family Office, Inc. Holdings