VTI — VANGUARD INDEX FDS

Ownership history in CHOREO, LLC · 24 quarters on record

This page tracks every 13F SEC filing in which CHOREO, LLC 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

1.57% (2020 Q1)

Avg. % of fund

1.0%

First filed

2020 Q1

Last filed

2025 Q4

Quarters held

24

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	207,438	+7,722	+3.9%	0.89%	$70.1M	$335.27
2025 Q3	REDUCED	199,716	-3,946	-1.9%	0.86%	$65.7M	$327.24
2025 Q2	REDUCED	203,662	-2,205	-1.1%	0.87%	$62.1M	$302.23
2025 Q1	REDUCED	205,867	-17,119	-7.7%	0.88%	$56.6M	$272.48

% 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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