VTI — VANGUARD INDEX FDS

Ownership history in Rakuten Investment Management, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Rakuten Investment 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
56.9% (2025 Q1)
Avg. % of fund
54.83%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 47,479,738 — 0% 52.31% $15.53B $335.27
2025 Q3 ADDED 47,479,738 +2,015,959 +4.4% 55.28% $15.53B $327.24
2025 Q1 INITIATED 45,463,779 — — 56.90% $12.43B $272.48
% 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% Capitol Family Office, Inc. 3Y 50.87% KMT WEALTH MANAGEMENT, LLC 50.79% Avalon Advisory Group 3Y 50.75% Briggs Wealth Management, Inc 48.84%
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