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.
| 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 |
| 2024 Q4 | REDUCED | 184,868 | -945 | -0.5% | 4.90% | $53.6M | $286.32 |
| 2024 Q3 | ADDED | 185,813 | +1,527 | +0.8% | 5.02% | $52.6M | $278.85 |
| 2024 Q2 | ADDED | 184,286 | +1,980 | +1.1% | 5.08% | $49.3M | $262.63 |
| 2024 Q1 | ADDED | 182,306 | +3,750 | +2.1% | 5.05% | $47.4M | $254.25 |
| 2023 Q4 | REDUCED | 178,556 | -1,141 | -0.6% | 4.99% | $42.4M | $231.25 |
| 2023 Q3 | UNCHANGED | 179,697 | — | 0% | 5.04% | $39.6M | $206.18 |
As of 2025 Q4 — sorted by position size