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
2024 Q4 REDUCED 14,548 -381 -2.6% 3.07% $4.2M $286.32
2024 Q3 ADDED 14,929 +183 +1.2% 3.11% $4.2M $278.85
2024 Q2 REDUCED 14,746 -125 -0.8% 3.10% $3.9M $262.63
2024 Q1 REDUCED 14,871 -1,299 -8.0% 3.24% $3.9M $254.25
2023 Q4 INITIATED 16,170 3.46% $3.8M
% of Fund (quarterly)    VTI price (monthly, adj. close)
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