VTI — VANGUARD INDEX FDS

Ownership history in LIBRA WEALTH LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which LIBRA WEALTH 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
21.49% (2024 Q4)
Avg. % of fund
18.93%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 211,271 +10,582 +5.3% 19.82% $70.8M $335.27
2025 Q3 ADDED 200,689 +5,002 +2.6% 19.78% $65.9M $327.24
2025 Q2 REDUCED 195,687 -5,649 -2.8% 19.45% $59.5M $302.23
2025 Q1 ADDED 201,336 +10,588 +5.6% 20.76% $55.3M $272.48
11 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%
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