VTI — VANGUARD INDEX FDS

Ownership history in WPWealth LLP · 11 quarters on record

This page tracks every 13F SEC filing in which WPWealth LLP 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

0.76% (2023 Q4)

Avg. % of fund

0.6%

First filed

2022 Q4

Last filed

2025 Q4

Quarters held

11

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	8,675	-361	-4.0%	0.46%	$2.9M	$335.27
2025 Q3	ADDED	9,036	+7	+0.1%	0.48%	$3.0M	$327.24
2025 Q2	REDUCED	9,029	-13	-0.1%	0.49%	$2.7M	$302.23
2024 Q4	REDUCED	9,042	-1,003	-10.0%	0.54%	$2.6M	$286.32

% 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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