Ownership history in TRUEFG, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which TRUEFG, LLC reported a position in VANGUARD INDEX FDS (VTV). 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 | 245,399 | +1,063 | +0.4% | 12.58% | $46.9M | $190.99 |
| 2025 Q3 | ADDED | 244,336 | +8,050 | +3.4% | 12.59% | $45.6M | $185.53 |
| 2025 Q2 | ADDED | 236,286 | +5,616 | +2.4% | 12.41% | $41.8M | $174.94 |
| 2025 Q1 | REDUCED | 230,670 | -1,765 | -0.8% | 13.11% | $39.8M | $170.05 |
| 2024 Q4 | ADDED | 232,435 | +3,631 | +1.6% | 12.85% | $39.4M | $165.69 |
| 2024 Q3 | ADDED | 228,804 | +6,318 | +2.8% | 13.05% | $39.9M | $169.87 |
| 2024 Q2 | ADDED | 222,486 | +1,370 | +0.6% | 12.89% | $35.7M | $155.27 |
| 2024 Q1 | ADDED | 221,116 | +2,636 | +1.2% | 13.20% | $36.0M | $156.64 |
| 2023 Q4 | ADDED | 218,480 | +5,587 | +2.6% | 12.93% | $32.7M | $142.89 |
| 2023 Q3 | ADDED | 212,893 | +8,449 | +4.1% | 12.71% | $29.4M | $130.91 |
As of 2025 Q4 — sorted by position size