Stash Investments, LLC VTI — VANGUARD INDEX FDS

Ownership history in Stash Investments, LLC  ·  10 quarters on record

AI Ownership Summary

Stash Investments, LLC reported VANGUARD INDEX FDS (VTI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 40.51% in 2025 Q3. The latest visible filing shows VTI at 39.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Stash Investments, LLC's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VTI was reported at 39.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
40.51% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

VTI stock page Stash Investments, LLC fund profile Stash Investments, LLC full holdings
How Stash Investments, LLC held VTI — position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 321,432 +22,255 +7.4% 39.99% $103.1M 2026-05-15 (Est.) $362.74
2025 Q4 ADDED — — — 299,177 +12,216 +4.3% 40.21% $100.3M 2026-01-06 $340.14
2025 Q3 ADDED — — — 286,961 +7,332 +2.6% 40.51% $94.2M 2025-10-14 $324.89
2025 Q2 ADDED — — — 279,629 +11,963 +4.5% 40.32% $85.0M 2025-07-21 $306.75
2025 Q1 ADDED — — — 267,666 +23,817 +9.8% 39.40% $73.6M 2025-04-02 $274.70
2024 Q4 ADDED — — — 243,849 +2,514 +1.0% 39.90% $70.7M 2025-01-27 $292.60
2024 Q3 ADDED — — — 241,335 +13,212 +5.8% 40.33% $68.3M 2024-10-21 $282.71
2024 Q2 ADDED — — — 228,123 +10,834 +5.0% 40.24% $61.0M 2024-07-25 $260.82
2024 Q1 ADDED — — — 217,289 +10,971 +5.3% 40.40% $56.5M 2024-05-01 $241.84
2023 Q4 INITIATED — — — 206,318 — — 39.79% $48.9M 2024-02-02 $238.27

🏢 Other funds also holding VTI

As of 2026 Q1 — sorted by position size

Cabot-Wellington, LLC 3Y 7Y 73.94% AEGON USA Investment Management, LLC 3Y 7Y 70.29% Independent Order of Foresters 3Y 7Y 67.35% Rainwater Charitable Foundation 3Y 7Y 65.39% Rakuten Investment Management, Inc. 63.14% Narodna banka Slovenska 58.71% Shade Tree Advisors LLC 58.52% Beacon Wealthcare LLC 3Y 51.1% Capitol Family Office, Inc. 3Y 50.87% Gibson Capital, LLC 3Y 7Y 50.85%

FAQ About Stash Investments, LLC and VTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Stash Investments, LLC reported owning VTI?

Stash Investments, LLC reported VTI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VTI position in Stash Investments, LLC's portfolio?

The largest reported portfolio weight for VTI was 40.51% in 2025 Q3.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2026 Q1, when Stash Investments, LLC reported 321,432 shares, equal to 39.99% of portfolio, with an estimated market value of $103.1M.

What does the chart on this VTI ownership page compare?

The chart compares Stash Investments, LLC's quarterly VTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Stash Investments, LLC time their VTI position?

Based on 13F filing dates vs. subsequent VTI price moves, Stash Investments, LLC correctly timed 8 out of 9 reported position changes (89%). The annualised alpha on VTI relative to SPY over the holding period was -0.4%.

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