VV — VANGUARD INDEX FDS

Ownership history in ADVOCATE GROUP LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which ADVOCATE GROUP LLC reported a position in VANGUARD INDEX FDS (VV). 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.

Peak position
4.25% (2025 Q3)
Avg. % of fund
2.71%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 82,647 -1,384 -1.6% 4.21% $26.0M $314.80
2025 Q3 ADDED 84,031 +23,325 +38.4% 4.25% $25.9M $307.02
2025 Q2 ADDED 60,706 +1,941 +3.3% 3.10% $17.3M $283.76
2025 Q1 ADDED 58,765 +758 +1.3% 2.75% $15.1M $254.88
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VV price (monthly, adj. close)

Other funds also holding VV

As of 2025 Q4 — sorted by position size

Johnson Financial Group, LLC 3Y 7Y 48.94% Addis & Hill, Inc 39.61% Henson-Edgewater Management, LLC 39.61% Mason & Associates, LLC 30.52% Wealthquest Corp 3Y 7Y 28.0% Financial Planning Navigators CORP 24.76% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 24.44% MilWealth Group LLC 21.95% James J. Burns & Company, LLC 3Y 21.75% Voya Financial Advisors, Inc. 3Y 7Y 21.27%
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