SEC 13F Intelligence

Regis Management Co LLC / VTI

Regis Management Co LLC’s Vanguard Index Fds Position

Does Regis Management Co LLC own Vanguard Index Fds (VTI)? Yes459.6K shares worth $123M (+37.09% of its 13F portfolio) as of Q2 2024, down from 462.4K shares the prior filed quarter.

Position Value
$123M
Q2 2024
Shares
459.6K
% of Portfolio
+37.09%
Quarters Held
22
currently held

Position History VTI

Reported value by quarter
Q1 ’19: $27.9BQ1 ’19Q2 ’19: $29.5BQ3 ’19: $27.6BQ4 ’19: $14.8BQ4 ’19Q1 ’20: $9.5BQ2 ’20: $1.1BQ3 ’20: $121MQ3 ’20Q4 ’20: $137MQ1 ’21: $145MQ2 ’21: $154MQ2 ’21Q3 ’21: $151MQ4 ’21: $162MQ1 ’22: $153MQ1 ’22Q2 ’22: $128MQ3 ’22: $123MQ4 ’22: $132MQ4 ’22Q1 ’23: $100MQ2 ’23: $107MQ3 ’23: $102MQ3 ’23Q4 ’23: $111MQ1 ’24: $120MQ2 ’24: $123MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2024459.6K$123M+37.09%
Q1 2024462.4K$120M+36.54%
Q4 2023466.6K$111M+36.47%
Q3 2023480.5K$102M+34.88%
Q2 2023487.1K$107M+35.11%
Q1 2023490.9K$100M+33.80%
Q4 2022688.2K$132M+30.37%
Q3 2022685.0K$123M+29.82%
Q2 2022680.2K$128M+28.75%
Q1 2022670.4K$153M+27.23%
Q4 2021672.5K$162M+26.68%
Q3 2021678.3K$151M+26.07%
Q2 2021690.2K$154M+25.94%
Q1 2021703.9K$145M+25.94%
Q4 2020704.9K$137M+25.32%
Q3 2020712.1K$121M+25.09%
Q2 2020687.6K$1.1B+23.78%
Q1 2020733.2K$9.5B+21.72%
Q4 2019905.5K$14.8B+22.89%
Q3 20191.83M$27.6B+23.80%
Q2 20191.97M$29.5B+22.55%
Q1 20191.93M$27.9B+21.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Regis Management Co LLC’s full portfolio or all institutional holders of VTI.