VTI — VANGUARD INDEX FDS

Ownership history in Sequent Planning LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Sequent Planning 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
3.59% (2025 Q2)
Avg. % of fund
2.86%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,638 +275 +2.2% 1.08% $4.2M $335.27
2025 Q3 REDUCED 12,363 -24,929 -66.8% 1.15% $4.1M $327.24
2025 Q2 ADDED 37,292 +1,753 +4.9% 3.59% $11.3M $302.23
2025 Q1 ADDED 35,539 +2,677 +8.1% 3.52% $9.8M $272.48
4 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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