VTMGX β€” Vanguard Developed MKTS Index Adm

Ownership history in Ethos Financial Group, LLC  Β·  6 quarters on record

AI Ownership Summary

Ethos Financial Group, LLC reported Vanguard Developed MKTS Index Adm (VTMGX) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows VTMGX at 0.02% 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.

What this VTMGX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ethos Financial Group, LLC's position in Vanguard Developed MKTS Index Adm, 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 Q3

VTMGX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

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 Ethos Financial Group, LLC held VTMGX β€” position size vs. price
% of Fund (quarterly)    VTMGX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 11,612 β€” 0% 0.02% $224K 2025-10-23 $19.27
2025 Q2 REDUCED 11,612 -2,050 -15.0% 0.02% $213K 2025-08-06 $18.02
2025 Q1 UNCHANGED 13,662 β€” 0% 0.02% $210K 2025-05-13 $16.88
2024 Q4 ADDED 13,662 +2,050 +17.7% 0.03% $210K 2025-02-06 $15.73
2024 Q3 REDUCED 11,612 -1,465 -11.2% 0.03% $197K 2024-11-07 $15.57
2024 Q2 INITIATED 13,077 β€” β€” 0.04% $207K 2024-08-12 $14.92

FAQ About Ethos Financial Group, LLC and VTMGX

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

How long has Ethos Financial Group, LLC reported owning VTMGX?

Ethos Financial Group, LLC reported VTMGX across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported VTMGX position in Ethos Financial Group, LLC's portfolio?

The largest reported portfolio weight for VTMGX was 0.04% in 2024 Q2.

What is the latest reported VTMGX position on this page?

The most recent filing on this page is 2025 Q3, when Ethos Financial Group, LLC reported 11,612 shares, equal to 0.02% of portfolio, with an estimated market value of $224K.

What does the chart on this VTMGX ownership page compare?

The chart compares Ethos Financial Group, LLC's quarterly VTMGX 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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