VTI — VANGUARD INDEX FDS

Ownership history in Diversified, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Diversified, 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
0.57% (2021 Q3)
Avg. % of fund
0.34%
First filed
2020 Q4
Last filed
2024 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 11,039 +828 +8.1% 0.34% $3.1M $278.85
2024 Q2 ADDED 10,211 +8,665 +560.5% 0.32% $2.7M $262.63
2024 Q1 REDUCED 1,546 -3,305 -68.1% 0.06% $402K $254.25
2023 Q1 ADDED 4,851 +22 +0.5% 0.35% $990K $196.64
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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