VTI — VANGUARD INDEX FDS

Ownership history in Seven Post Investment Office LP  ·  24 quarters on record

This page tracks every 13F SEC filing in which Seven Post Investment Office LP 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
6.49% (2024 Q4)
Avg. % of fund
3.6%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 46,856 -4,432 -8.6% 5.62% $15.7M $335.27
2025 Q3 REDUCED 51,288 -50 -0.1% 6.06% $16.8M $327.24
2025 Q2 REDUCED 51,338 -4,664 -8.3% 5.88% $15.6M $302.23
2025 Q1 REDUCED 56,002 -2,521 -4.3% 5.88% $15.4M $272.48
20 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%
← Back to Seven Post Investment Office LP Holdings