Ownership history in WEST PACES ADVISORS INC. · 10 quarters on record
This page tracks every 13F SEC filing in which WEST PACES ADVISORS INC. reported a position in VANGUARD TOTAL STOCK MARKET 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 | ADDED | 19,781 | +224 | +1.1% | 1.28% | $6.6M | $335.27 |
| 2025 Q3 | ADDED | 19,557 | +61 | +0.3% | 1.28% | $6.4M | $327.24 |
| 2025 Q2 | REDUCED | 19,496 | -176 | -0.9% | 1.26% | $5.9M | $302.23 |
| 2025 Q1 | ADDED | 19,672 | +670 | +3.5% | 1.23% | $5.4M | $272.48 |
| 2024 Q4 | ADDED | 19,002 | +13 | +0.1% | 1.34% | $5.5M | $286.32 |
| 2024 Q3 | REDUCED | 18,989 | -146 | -0.8% | 1.32% | $5.4M | $278.85 |
| 2024 Q2 | ADDED | 19,135 | +86 | +0.5% | 1.33% | $5.1M | $262.63 |
| 2024 Q1 | REDUCED | 19,049 | -830 | -4.2% | 1.30% | $5.0M | $254.25 |
| 2023 Q4 | ADDED | 19,879 | +5,379 | +37.1% | 1.33% | $4.7M | $231.25 |
| 2023 Q3 | INITIATED | 14,500 | — | — | 1.56% | $1.7M | — |
As of 2025 Q4 — sorted by position size