VBTLX β€” VANGUARD TOTAL BOND MARKET INDEX ADM

Ownership history in Coston, McIsaac & Partners  Β·  6 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported VANGUARD TOTAL BOND MARKET INDEX ADM (VBTLX) in 6 quarterly 13F filings from 2025 Q2 through 2025 Q4. Peak portfolio weight reached 0.32% in 2025 Q2. The latest visible filing shows VBTLX at 0.25% 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 VBTLX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coston, McIsaac & Partners's position in VANGUARD TOTAL BOND MARKET INDEX ADM, 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

VBTLX was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 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 Coston, McIsaac & Partners held VBTLX β€” position size vs. price
% of Fund (quarterly)    VBTLX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 108,189 -19,971 -15.6% 0.25% $1.1M 2026-02-14 (Est.) $9.82
2025 Q3 ADDED 128,160 +416 +0.3% 0.30% $1.3M 2025-11-05 $9.63
2025 Q2 REDUCED 127,744 -41,424 -24.5% 0.32% $1.2M 2025-08-12 $9.45
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Coston, McIsaac & Partners and VBTLX

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

How long has Coston, McIsaac & Partners reported owning VBTLX?

Coston, McIsaac & Partners reported VBTLX across 3 quarterly 13F filings, from 2025 Q2 through 2025 Q4.

What was the largest reported VBTLX position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for VBTLX was 0.32% in 2025 Q2.

What is the latest reported VBTLX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 108,189 shares, equal to 0.25% of portfolio, with an estimated market value of $1.1M.

What does the chart on this VBTLX ownership page compare?

The chart compares Coston, McIsaac & Partners's quarterly VBTLX 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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