Ownership history in Advisor OS, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Advisor OS, LLC reported a position in VANGUARD INDEX FDS (VO). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 30,604 | +25,033 | +449.3% | 0.72% | $8.9M | $290.22 |
| 2025 Q3 | ADDED | 5,571 | +80 | +1.5% | 0.14% | $1.6M | $292.59 |
| 2025 Q2 | REDUCED | 5,491 | -457 | -7.7% | 0.15% | $1.5M | $277.75 |
| 2025 Q1 | ADDED | 5,948 | +2,128 | +55.7% | 0.18% | $1.5M | $255.71 |
As of 2025 Q4 — sorted by position size