VTI — VANGUARD TOTAL STOCK MARKET INDEX FUND

Ownership history in Parallel Advisors, LLC  ·  35 quarters on record

This page tracks every 13F SEC filing in which Parallel Advisors, LLC reported a position in VANGUARD TOTAL STOCK MARKET INDEX FUND (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
2.12% (2017 Q4)
Avg. % of fund
1.24%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 149,456 +259 +0.2% 0.92% $50.1M $335.27
2025 Q3 REDUCED 149,197 -1,240 -0.8% 0.90% $49.0M $327.24
2025 Q2 ADDED 150,437 +725 +0.5% 0.91% $45.7M $302.23
2025 Q1 REDUCED 149,712 -1,475 -1.0% 0.93% $41.1M $272.48
31 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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