VTI — VANGUARD INDEX FDS

Ownership history in Efficient Frontier Advisors LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Efficient Frontier Advisors 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
6.88% (2025 Q2)
Avg. % of fund
6.56%
First filed
2024 Q2
Last filed
2025 Q2
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 35,647 +201 +0.6% 6.88% $10.8M $302.23
2025 Q1 ADDED 35,446 +601 +1.7% 6.34% $9.7M $272.48
2024 Q4 ADDED 34,845 +156 +0.4% 6.68% $10.1M $286.32
2024 Q3 UNCHANGED 34,689 — 0% 6.36% $9.8M $278.85
1 older quarter 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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