VTI VANGUARD INDEX FDS

Ownership history in GERBER, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which GERBER, 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
3.46% (2023 Q4)
Avg. % of fund
3.13%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,463 +21 +0.1% 2.70% $4.8M $335.27
2025 Q3 ADDED 14,442 +157 +1.1% 2.98% $4.7M $327.24
2025 Q2 REDUCED 14,285 -790 -5.2% 3.05% $4.3M $302.23
2025 Q1 ADDED 15,075 +527 +3.6% 3.45% $4.1M $272.48
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTI price (monthly, adj. close)
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