VFIAX β€” VANGUARD 500 INDEX ADMIRAL

Ownership history in Coston, McIsaac & Partners  Β·  14 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported VANGUARD 500 INDEX ADMIRAL (VFIAX) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.37% in 2024 Q4. The latest visible filing shows VFIAX at 0.31% 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 VFIAX 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 500 INDEX ADMIRAL, 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

VFIAX was reported at 0.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.37% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 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.

VFIAX stock page Coston, McIsaac & Partners fund profile Coston, McIsaac & Partners full holdings
How Coston, McIsaac & Partners held VFIAX β€” position size vs. price
% of Fund (quarterly)    VFIAX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,144 -1 -0.0% 0.31% $1.4M 2026-02-14 (Est.) $629.82
2025 Q3 ADDED 2,145 +4 +0.2% 0.32% $1.3M 2025-11-05 $624.00
2025 Q2 REDUCED 2,141 -49 -2.2% 0.32% $1.2M 2025-08-12 $590.23
2025 Q1 REDUCED 2,190 -110 -4.8% 0.33% $1.1M 2025-05-13 $537.36
2024 Q4 ADDED 2,300 +550 +31.4% 0.37% $1.2M 2025-01-23 $556.42
2024 Q3 ADDED 1,750 +4 +0.2% 0.26% $930K 2024-10-22 $530.41
2024 Q2 ADDED 1,746 +4 +0.2% 0.28% $879K 2024-07-31 $499.03
2024 Q1 REDUCED 1,742 -66 -3.7% 0.27% $844K 2024-04-17 $452.19
2023 Q4 ADDED 1,808 +6 +0.3% 0.28% $795K 2024-01-23 $436.54
5 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VFIAX

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.27% Violich Capital Management, Inc. 3Y 7Y 0.16% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 0.04%

FAQ About Coston, McIsaac & Partners and VFIAX

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 VFIAX?

Coston, McIsaac & Partners reported VFIAX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for VFIAX was 0.37% in 2024 Q4.

What is the latest reported VFIAX position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 2,144 shares, equal to 0.31% of portfolio, with an estimated market value of $1.4M.

What does the chart on this VFIAX ownership page compare?

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