Ownership history in Truepoint, Inc. · 19 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in VANGUARD INDEX FDS (VV). 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 | 298,425 | -7,843 | -2.6% | 2.11% | $93.9M | $314.80 |
| 2025 Q3 | REDUCED | 306,268 | -5,126 | -1.6% | 2.19% | $94.3M | $307.02 |
| 2025 Q2 | REDUCED | 311,394 | -298 | -0.1% | 2.21% | $88.8M | $283.76 |
| 2025 Q1 | ADDED | 311,692 | +63,794 | +25.7% | 2.17% | $80.1M | $254.88 |
| 2024 Q4 | REDUCED | 247,898 | -3,418 | -1.4% | 1.79% | $66.9M | $266.54 |
| 2024 Q3 | REDUCED | 251,316 | -4,065 | -1.6% | 1.78% | $66.2M | $259.40 |
| 2024 Q2 | REDUCED | 255,381 | -6,491 | -2.5% | 1.82% | $63.7M | $245.18 |
| 2024 Q1 | REDUCED | 261,872 | -17,763 | -6.4% | 1.78% | $62.8M | $234.69 |
| 2023 Q4 | ADDED | 279,635 | +11,127 | +4.1% | 1.79% | $61.0M | $212.81 |
| 2023 Q3 | REDUCED | 268,508 | -10,915 | -3.9% | 1.69% | $52.5M | $190.09 |
As of 2025 Q4 — sorted by position size