VANGUARD TRUSTEES' EQUITY FUND - VTRIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | Added to | 6,826 | 281 | 0.01% | 0.01% | 1 | +152 | 2.28% | Q4 2025 | Jan 08, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,689 | 110 | 0.03% | 0.03% | 2 | +420 | 18.51% | Q4 2025 | Feb 03, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 404 | 16 | 0.0% | — | 3 | +404 | New | Q4 2025 | Jan 30, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Nov 14, 2025 |