Ownership history in CVFG LLC · 5 quarters on record
This page tracks every 13F SEC filing in which CVFG 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 18,775 | -347 | -1.8% | 4.32% | $6.3M | $335.27 |
| 2025 Q3 | REDUCED | 19,122 | -251 | -1.3% | 4.53% | $6.3M | $327.24 |
| 2025 Q2 | ADDED | 19,373 | +657 | +3.5% | 4.67% | $5.9M | $302.23 |
| 2025 Q1 | ADDED | 18,716 | +1,488 | +8.6% | 4.68% | $5.1M | $272.48 |
As of 2025 Q4 — sorted by position size