VTI — VANGUARD INDEX FDS

Ownership history in Focus Partners Advisor Solutions, LLC  ·  16 quarters on record

This page tracks every 13F SEC filing in which Focus Partners Advisor Solutions, 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
2.56% (2024 Q1)
Avg. % of fund
1.95%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 501,579 -155,437 -23.7% 2.06% $168.2M $335.27
2025 Q3 ADDED 657,016 +56,687 +9.4% 2.48% $218.5M $327.24
2025 Q2 ADDED 600,329 +173,955 +40.8% 2.43% $182.5M $302.23
2025 Q1 ADDED 426,374 +104,584 +32.5% 1.78% $117.2M $272.48
12 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%
← Back to Focus Partners Advisor Solutions, LLC Holdings