VTI — VANGUARD INDEX FDS

Ownership history in SMITH, MOORE & CO.  ·  49 quarters on record

This page tracks every 13F SEC filing in which SMITH, MOORE & CO. 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
11.97% (2015 Q1)
Avg. % of fund
7.3%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 188,350 +1,341 +0.7% 4.77% $63.1M $335.27
2025 Q3 ADDED 187,009 +675 +0.4% 4.70% $61.4M $327.24
2025 Q2 REDUCED 186,334 -3,844 -2.0% 4.75% $56.6M $302.23
2025 Q1 ADDED 190,178 +5,310 +2.9% 4.84% $52.3M $272.48
45 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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