VTI — Vanguard Index Total Stock Market Etf

Ownership history in FC Advisory LLC · 38 quarters on record

This page tracks every 13F SEC filing in which FC Advisory LLC reported a position in Vanguard Index Total Stock Market Etf (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

5.26% (2018 Q3)

Avg. % of fund

3.95%

First filed

2016 Q3

Last filed

2025 Q4

Quarters held

38

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	23,125	-324	-1.4%	2.23%	$7.8M	$335.27
2025 Q3	REDUCED	23,449	-417	-1.7%	2.25%	$7.7M	$327.24
2025 Q2	REDUCED	23,866	-1,341	-5.3%	2.24%	$7.3M	$302.23
2025 Q1	REDUCED	25,207	-3,315	-11.6%	2.34%	$6.9M	$272.48

% 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%

← Back to FC Advisory LLC Holdings