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VTI
Showing 8 of 26 quarters

Position history for IEQ CAPITAL, LLC's holdings in VANGUARD INDEX FDS

IEQ CAPITAL, LLC holds 1.2M shares of VTI (VANGUARD INDEX FDS), worth $390.8M as of 2026-Q1. The position was increased (+1.7% shares). VTI represents 1.8% of IEQ CAPITAL, LLC's portfolio.

Current Value

$390.8M

Current Shares

1.2M

Total Value Change

+$320M

Total Shares Change

+953,454

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.2M
+1.7%
$390.8M1.8%$335.73
50
2025-Q4
Increased
1.2M
+10.0%
$401.5M1.2%$337.85
54
2025-Q3
Increased
1.1M
+47.8%
$357.2M1.1%$326.17
67
2025-Q2
Increased
736,279
+8.9%
$223.8M1.4%$300.71
53
2025-Q1
Increased
676,280
+136.5%
$185.9M1.5%$271.08
78
2024-Q4
Increased
285,941
+2.0%
$82.9M0.8%$287.31
43
2024-Q3
Increased
280,322
+5.9%
$79.4M1.0%$277.75
44
2024-Q2
Increased
264,637
+4.4%
$70.8M1.0%$262.63
44

Other major holders of VTI: Rakuten Investment Management, Inc., VANGUARD GROUP INC

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