VTI — VANGUARD INDEX FDS

Ownership history in MontVue Capital Management, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which MontVue Capital Management, Inc. 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
14.99% (2023 Q4)
Avg. % of fund
12.96%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 54,064 -433 -0.8% 12.06% $18.1M $335.27
2025 Q3 REDUCED 54,497 -384 -0.7% 11.99% $17.9M $327.24
2025 Q2 REDUCED 54,881 -196 -0.4% 11.88% $16.7M $302.23
2025 Q1 REDUCED 55,077 -4,383 -7.4% 12.11% $15.1M $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)

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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