VV β€” VANGUARD INDEX FDS

Ownership history in Addis & Hill, Inc  Β·  9 quarters on record

AI Ownership Summary

Addis & Hill, Inc reported VANGUARD INDEX FDS (VV) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 39.61% in 2025 Q4. The latest visible filing shows VV at 39.61% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Addis & Hill, Inc's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VV was reported at 39.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
39.61% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Addis & Hill, Inc held VV β€” position size vs. price
% of Fund (quarterly)    VV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 207,702 -950 -0.5% 39.61% $65.4M 2026-02-14 (Est.) $312.30
2025 Q3 ADDED 208,652 +2,473 +1.2% 39.32% $64.5M 2025-10-17 $305.27
2025 Q2 REDUCED 206,179 -392 -0.2% 38.41% $58.8M 2025-07-11 $285.27
2025 Q1 ADDED 206,571 +12,999 +6.7% 37.07% $53.1M 2025-04-10 $238.64
2024 Q4 ADDED 193,572 +16,893 +9.6% 38.59% $52.2M 2025-01-31 $273.72
2024 Q3 REDUCED 176,679 -928 -0.5% 35.63% $46.5M 2024-10-28 $261.88
2024 Q2 ADDED 177,607 +872 +0.5% 37.33% $44.8M 2024-07-18 $248.20
2024 Q1 REDUCED 176,735 -2,224 -1.2% 35.95% $42.1M 2024-04-23 $226.65
2023 Q4 INITIATED 178,959 β€” β€” 37.57% $42.3M 2024-03-21 $233.92

FAQ About Addis & Hill, Inc and VV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Addis & Hill, Inc reported owning VV?

Addis & Hill, Inc reported VV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VV position in Addis & Hill, Inc's portfolio?

The largest reported portfolio weight for VV was 39.61% in 2025 Q4.

What is the latest reported VV position on this page?

The most recent filing on this page is 2025 Q4, when Addis & Hill, Inc reported 207,702 shares, equal to 39.61% of portfolio, with an estimated market value of $65.4M.

What does the chart on this VV ownership page compare?

The chart compares Addis & Hill, Inc's quarterly VV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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