Ownership history in Truepoint, Inc. · 69 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in VANGUARD INDEX FDS MCAP GR IDXVIP (VOT). 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 | 1,068,574 | +25,761 | +2.5% | 6.71% | $298.3M | $279.14 |
| 2025 Q3 | ADDED | 1,042,813 | +6,710 | +0.6% | 7.13% | $306.4M | $293.29 |
| 2025 Q2 | ADDED | 1,036,103 | +13,147 | +1.3% | 7.34% | $294.7M | $283.49 |
| 2025 Q1 | ADDED | 1,022,956 | +17,742 | +1.8% | 6.79% | $250.3M | $243.49 |
As of 2025 Q4 — sorted by position size