VTI — VANGUARD

Ownership history in Symetra Investment Management Co  ·  20 quarters on record

This page tracks every 13F SEC filing in which Symetra Investment Management Co reported a position in VANGUARD (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
100.0% (2021 Q2)
Avg. % of fund
84.76%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,138,050 -16,045 -1.4% 67.15% $381.6M $335.27
2025 Q3 ADDED 1,154,095 +111,955 +10.7% 83.23% $378.7M $327.24
2025 Q2 ADDED 1,042,140 +95,000 +10.0% 82.96% $316.7M $302.23
2025 Q1 ADDED 947,140 +144,800 +18.0% 64.04% $260.3M $272.48
16 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% 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% Briggs Wealth Management, Inc 48.84%
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