VTI — VANGUARD INDEX FDS

Ownership history in Capstone Financial Advisors, Inc.  ·  45 quarters on record

This page tracks every 13F SEC filing in which Capstone Financial Advisors, 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
26.07% (2018 Q3)
Avg. % of fund
15.51%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 957,838 +12,842 +1.4% 17.10% $321.1M $335.27
2025 Q3 ADDED 944,996 +2,720 +0.3% 16.81% $310.1M $327.24
2025 Q2 REDUCED 942,276 -18,628 -1.9% 16.60% $286.4M $302.23
2025 Q1 ADDED 960,904 +10,101 +1.1% 16.57% $264.1M $272.48
41 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%
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