VTI — VANGUARD INDEX FDS

Ownership history in WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV  ·  11 quarters on record

This page tracks every 13F SEC filing in which WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV reported a position in VANGUARD INDEX FDS (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
3.21% (2025 Q4)
Avg. % of fund
1.04%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 35,754 +4,969 +16.1% 3.21% $12.0M $335.27
2025 Q3 ADDED 30,785 +1,910 +6.6% 2.80% $10.1M $327.24
2025 Q2 ADDED 28,875 +6,761 +30.6% 2.55% $8.8M $302.23
2025 Q1 ADDED 22,114 +16,800 +316.1% 1.83% $6.1M $272.48
7 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% Symetra Investment Management Co 3Y 67.15% 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%
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