VOE — VANGUARD INDEX FDS

Ownership history in Consolidated Portfolio Review Corp  ·  11 quarters on record

This page tracks every 13F SEC filing in which Consolidated Portfolio Review Corp reported a position in VANGUARD INDEX FDS (VOE). 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
0.21% (2023 Q1)
Avg. % of fund
0.15%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,815 +266 +5.8% 0.11% $841K $173.67
2025 Q2 REDUCED 4,549 -399 -8.1% 0.10% $748K $162.78
2025 Q1 ADDED 4,948 +208 +4.4% 0.13% $794K $158.07
2024 Q4 ADDED 4,740 +230 +5.1% 0.12% $767K $158.25
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOE price (monthly, adj. close)

Other funds also holding VOE

As of 2025 Q4 — sorted by position size

STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 13.08% SYM FINANCIAL Corp 3Y 7Y 10.19% Dougherty Wealth Advisers LLC 3Y 7Y 9.26% Diesslin Group, Inc. 9.25% BHK Investment Advisors, LLC 3Y 7Y 9.2% Clayton Financial Group LLC 7.62% Gladwyn Financial Advisors, Inc. 7.39% Marotta Asset Management 3Y 7.35% Shakespeare Wealth Management, LLC 3Y 7Y 7.01% Rodgers & Associates, LTD 3Y 6.82%
← Back to Consolidated Portfolio Review Corp Holdings