VTI — VANGUARD INDEX FDS

Ownership history in Donor Advised Charitable Giving, Inc.  ·  14 quarters on record

AI Ownership Summary

Donor Advised Charitable Giving, Inc. reported VANGUARD INDEX FDS (VTI) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.13% in 2024 Q1. The latest visible filing shows VTI at 0.03% 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 VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Donor Advised Charitable Giving, Inc.'s position in VANGUARD INDEX FDS, 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

VTI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2024 Q1

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.

VTI stock page Donor Advised Charitable Giving, Inc. fund profile Donor Advised Charitable Giving, Inc. full holdings
How Donor Advised Charitable Giving, Inc. held VTI — position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,325 +1,621 +59.9% 0.03% $1.5M 2026-02-14 (Est.) $336.65
2025 Q3 ADDED 2,704 +1 +0.0% 0.02% $887K 2025-10-27 $336.48
2025 Q2 UNCHANGED 2,703 — 0% 0.02% $822K 2025-07-22 $308.07
2025 Q1 ADDED 2,703 +1 +0.0% 0.02% $743K 2025-04-09 $266.17
2024 Q4 ADDED 2,702 +342 +14.5% 0.02% $783K 2025-01-16 $289.95
2024 Q3 UNCHANGED 2,360 — 0% 0.02% $668K 2024-10-15 $282.00
2024 Q2 UNCHANGED 2,360 — 0% 0.01% $631K 2024-07-12 $270.61
2024 Q1 UNCHANGED 2,360 — 0% 1.13% $613K 2024-05-09 $252.21
2023 Q4 REDUCED 2,360 -596 -20.2% 0.03% $560K 2024-01-24 $234.92
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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%

FAQ About Donor Advised Charitable Giving, Inc. and VTI

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

How long has Donor Advised Charitable Giving, Inc. reported owning VTI?

Donor Advised Charitable Giving, Inc. reported VTI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VTI position in Donor Advised Charitable Giving, Inc.'s portfolio?

The largest reported portfolio weight for VTI was 1.13% in 2024 Q1.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q4, when Donor Advised Charitable Giving, Inc. reported 4,325 shares, equal to 0.03% of portfolio, with an estimated market value of $1.5M.

What does the chart on this VTI ownership page compare?

The chart compares Donor Advised Charitable Giving, Inc.'s quarterly VTI 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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