VTI VANGUARD INDEX FDS

Ownership history in WealthCollab, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which WealthCollab, LLC 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
9.11% (2024 Q4)
Avg. % of fund
8.53%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 62,989 +4,048 +6.9% 8.64% $21.1M $335.27
2025 Q3 ADDED 58,941 +10,180 +20.9% 8.87% $19.3M $327.24
2025 Q2 REDUCED 48,761 -3,179 -6.1% 8.28% $14.8M $302.23
2025 Q1 ADDED 51,940 +2,701 +5.5% 8.81% $14.3M $272.48
2024 Q4 ADDED 49,239 +4,422 +9.9% 9.11% $14.3M $286.32
2024 Q3 ADDED 44,817 +2,429 +5.7% 8.31% $12.7M $278.85
2024 Q2 UNCHANGED 42,388 0% 8.13% $11.0M $262.63
2024 Q1 INITIATED 42,388 8.13% $11.0M
% of Fund (quarterly)    VTI price (monthly, adj. close)
← Back to WealthCollab, LLC Holdings