VOT — VANGUARD INDEX FDS

Ownership history in Clayton Financial Group LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Clayton Financial Group LLC reported a position in VANGUARD INDEX FDS (VOT). 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
10.19% (2025 Q2)
Avg. % of fund
8.06%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 51,124 +8,855 +20.9% 7.28% $14.3M $279.14
2025 Q3 ADDED 42,269 +12,147 +40.3% 9.07% $12.4M $293.29
2025 Q2 REDUCED 30,122 -49,406 -62.1% 10.19% $8.6M $283.49
2025 Q1 ADDED 79,528 +1,690 +2.2% 7.13% $19.5M $243.49
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOT price (monthly, adj. close)

Other funds also holding VOT

As of 2025 Q4 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 8.82% STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 8.48% Gladwyn Financial Advisors, Inc. 6.93% Truepoint, Inc. 3Y 7Y 6.71% Axiom Financial Strategies, LLC 3Y 5.91% NorthStar Asset Management LLC /NJ/ 5.33% Roberts Financial Services LLC 3Y 7Y 5.18% PRESILIUM PRIVATE WEALTH, LLC 3Y 4.77% Davis Investment Partners, LLC 3Y 4.69% Praetorian Wealth Management, Inc. 3Y 4.6%
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