VTI — VANGUARD INDEX FDS

Ownership history in O'Brien Wealth Partners LLC  ·  38 quarters on record

This page tracks every 13F SEC filing in which O'Brien Wealth Partners 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
33.48% (2018 Q2)
Avg. % of fund
17.26%
First filed
2016 Q3
Last filed
2025 Q4
Quarters held
38
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 130,797 -1,174 -0.9% 5.80% $43.9M $335.27
2025 Q3 REDUCED 131,971 -466 -0.4% 5.87% $43.3M $327.24
2025 Q2 REDUCED 132,437 -2,353 -1.7% 6.32% $40.3M $302.23
2025 Q1 REDUCED 134,790 -2,238 -1.6% 6.90% $37.0M $272.48
34 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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