VT — VANGUARD

Ownership history in Wealth Architects, LLC  ·  45 quarters on record

This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in VANGUARD (VT). 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
4.45% (2015 Q1)
Avg. % of fund
3.0%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 166,316 +3,614 +2.2% 2.11% $23.5M $141.06
2025 Q3 ADDED 162,702 +621 +0.4% 2.12% $22.4M $136.71
2025 Q2 REDUCED 162,081 -44,452 -21.5% 2.12% $20.8M $127.06
2025 Q1 ADDED 206,533 +46,006 +28.7% 1.99% $18.0M $114.08
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VT price (monthly, adj. close)

Other funds also holding VT

As of 2025 Q4 — sorted by position size

Bain Capital Public Equity, LP 3Y 96.4% Vernal Point Advisors, LLC 52.24% DC Investments Management, LLC 3Y 7Y 51.95% Battery Global Advisors, LLC 29.27% Topor & Co. Korea 28.37% New England Private Wealth Advisors LLC 3Y 7Y 20.05% CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 3Y 7Y 18.92% WJ Interests, LLC 3Y 17.36% UNIVERSITY OF CHICAGO 3Y 7Y 16.31% Alta Advisers Ltd 3Y 7Y 15.72%
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