Dempze Nancy E VTSAX VANGUARD TOTAL STOCK MARKET IN

Ownership history in Dempze Nancy E  ·  36 quarters on record

AI Ownership Summary

Dempze Nancy E reported VANGUARD TOTAL STOCK MARKET IN (VTSAX) in 36 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.34% in 2023 Q4. The latest visible filing shows VTSAX 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 VTSAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dempze Nancy E's position in VANGUARD TOTAL STOCK MARKET IN, 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
2026 Q1

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

High-water mark
Peak Conviction
0.34% in 2023 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 2026 Q1

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 Dempze Nancy E held VTSAX — position size vs. price
% of Fund (quarterly)    VTSAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,887 0% 0.25% $451K 2026-05-14 $178.85
2025 Q4 REDUCED 2,887 -122 -4.1% 0.25% $471K 2026-02-17 $163.55
2025 Q3 UNCHANGED 3,009 0% 0.26% $481K 2025-11-10 $162.08
2025 Q2 REDUCED 6.8% +7.9% 3,009 -220 -6.8% 0.26% $445K 2025-07-23 $150.73
2025 Q1 UNCHANGED 3,229 0% 0.26% $432K 2025-05-06 $132.31
2024 Q4 REDUCED 7.2% -4.8% 3,229 -250 -7.2% 0.26% $455K 2025-02-13 $144.73
2024 Q3 UNCHANGED 3,479 0% 0.27% $480K 2024-11-12 $141.61
2024 Q2 UNCHANGED 3,479 0% 0.31% $453K 2024-08-12 $125.15
2024 Q1 UNCHANGED 3,479 0% 0.34% $440K 2024-05-14 $123.20
2023 Q4 UNCHANGED 3,479 0% 0.34% $403K 2024-02-14 $117.31
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Dempze Nancy E and VTSAX

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

How long has Dempze Nancy E reported owning VTSAX?

Dempze Nancy E reported VTSAX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTSAX position in Dempze Nancy E's portfolio?

The largest reported portfolio weight for VTSAX was 0.34% in 2023 Q4.

What is the latest reported VTSAX position on this page?

The most recent filing on this page is 2026 Q1, when Dempze Nancy E reported 2,887 shares, equal to 0.25% of portfolio, with an estimated market value of $451K.

What does the chart on this VTSAX ownership page compare?

The chart compares Dempze Nancy E's quarterly VTSAX 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.

How well did Dempze Nancy E time their VTSAX position?

Based on 13F filing dates vs. subsequent VTSAX price moves, Dempze Nancy E correctly timed 7 out of 12 reported position changes (58%). The annualised alpha on VTSAX relative to SPY over the holding period was -0.3%.

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