Ownership history in Sunpointe, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Sunpointe, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 38,128 | +6,058 | +18.9% | 4.24% | $12.8M | $335.27 |
| 2025 Q3 | ADDED | 32,070 | +4,060 | +14.5% | 3.81% | $10.6M | $327.24 |
| 2025 Q2 | REDUCED | 28,010 | -727 | -2.5% | 3.39% | $8.5M | $302.23 |
| 2025 Q1 | ADDED | 28,737 | +2,513 | +9.6% | 4.21% | $7.9M | $272.48 |
As of 2025 Q4 — sorted by position size