Ownership history in SimpliFi, Inc. · 23 quarters on record
This page tracks every 13F SEC filing in which SimpliFi, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 4,977 | -223 | -4.3% | 0.71% | $1.7M | $335.27 |
| 2025 Q3 | ADDED | 5,200 | +396 | +8.2% | 0.73% | $1.7M | $327.24 |
| 2025 Q2 | REDUCED | 4,804 | -84 | -1.7% | 0.64% | $1.5M | $302.23 |
| 2025 Q1 | ADDED | 4,888 | +461 | +10.4% | 0.62% | $1.3M | $272.48 |
| 2024 Q4 | ADDED | 4,427 | +168 | +3.9% | 0.59% | $1.3M | $286.32 |
| 2024 Q3 | REDUCED | 4,259 | -120 | -2.7% | 0.53% | $1.2M | $278.85 |
| 2024 Q2 | ADDED | 4,379 | +490 | +12.6% | 0.54% | $1.2M | $262.63 |
| 2024 Q1 | ADDED | 3,889 | +13 | +0.3% | 0.46% | $1.0M | $254.25 |
| 2023 Q4 | UNCHANGED | 3,876 | — | 0% | 0.41% | $823K | $231.25 |
| 2023 Q3 | ADDED | 3,876 | +379 | +10.8% | 0.41% | $823K | $206.18 |
As of 2025 Q4 — sorted by position size