Lester Murray Antman dba SimplyRich VTSAX VANGUARD TOTAL STOCK MKT IDX ADM

Ownership history in Lester Murray Antman dba SimplyRich  ·  5 quarters on record

AI Ownership Summary

Lester Murray Antman dba SimplyRich reported VANGUARD TOTAL STOCK MKT IDX ADM (VTSAX) in 5 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.19% in 2024 Q4. The latest visible filing shows VTSAX at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTSAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lester Murray Antman dba SimplyRich's position in VANGUARD TOTAL STOCK MKT IDX ADM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VTSAX was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lester Murray Antman dba SimplyRich held VTSAX — position size vs. price
% of Fund (quarterly)    VTSAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 3,854 0% 0.15% $602 2026-05-01 $172.93
2025 Q2 UNCHANGED 3,854 0% 0.16% $570K 2025-07-24 $150.67
2025 Q1 REDUCED 18.8% +11.0% 3,854 -892 -18.8% 0.15% $515K 2025-05-09 $133.75
2024 Q4 UNCHANGED 4,746 0% 0.19% $669K 2025-01-29 $143.07
2024 Q3 INITIATED 4,746 0.18% $654K 2024-10-18 $138.06

FAQ About Lester Murray Antman dba SimplyRich and VTSAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lester Murray Antman dba SimplyRich reported owning VTSAX?

Lester Murray Antman dba SimplyRich reported VTSAX across 5 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VTSAX position in Lester Murray Antman dba SimplyRich's portfolio?

The largest reported portfolio weight for VTSAX was 0.19% in 2024 Q4.

What is the latest reported VTSAX position on this page?

The most recent filing on this page is 2026 Q1, when Lester Murray Antman dba SimplyRich reported 3,854 shares, equal to 0.15% of portfolio, with an estimated market value of $602.

What does the chart on this VTSAX ownership page compare?

The chart compares Lester Murray Antman dba SimplyRich's quarterly VTSAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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