VTI — VANGUARD INDEX FDS

Ownership history in StrongBox Wealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which StrongBox Wealth, LLC 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
0.19% (2020 Q2)
Avg. % of fund
0.12%
First filed
2020 Q2
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 648 -199 -23.5% 0.07% $213K $327.24
2024 Q3 ADDED 847 +23 +2.8% 0.10% $240K $278.85
2024 Q2 REDUCED 824 -67 -7.5% 0.10% $220K $262.63
2021 Q4 REDUCED 891 -448 -33.5% 0.11% $215K $227.97
2020 Q2 INITIATED 1,339 — — 0.19% $210K $144.69
% 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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