VTI — VANGUARD INDEX FDS

Ownership history in KMT WEALTH MANAGEMENT, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which KMT WEALTH MANAGEMENT, 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
50.79% (2025 Q4)
Avg. % of fund
46.71%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 283,018 +2,714 +1.0% 50.79% $94.9M $335.27
2025 Q3 ADDED 280,304 +7,859 +2.9% 49.54% $92.0M $327.24
2025 Q2 ADDED 272,445 +32,235 +13.4% 48.87% $82.8M $302.23
2025 Q1 ADDED 240,210 +71,950 +42.8% 45.25% $66.0M $272.48
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% 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% Avalon Advisory Group 3Y 50.75% Briggs Wealth Management, Inc 48.84%
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