Ownership history in Truepoint, Inc. · 73 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in VANGUARD INDEX FDS STK MRK ETF (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 | REDUCED | 1,192,078 | -16,803 | -1.4% | 8.99% | $399.7M | $335.27 |
| 2025 Q3 | REDUCED | 1,208,881 | -8,391 | -0.7% | 9.23% | $396.7M | $327.24 |
| 2025 Q2 | REDUCED | 1,217,272 | -13,141 | -1.1% | 9.21% | $370.0M | $302.23 |
| 2025 Q1 | REDUCED | 1,230,413 | -14,122 | -1.1% | 9.17% | $338.2M | $272.48 |
As of 2025 Q4 — sorted by position size