VV VANGUARD INDEX FDS

Ownership history in Continuum Advisory, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Continuum Advisory, 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
3.53% (2021 Q1)
Avg. % of fund
1.43%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 36,862 -153 -0.4% 1.16% $11.6M $314.80
2025 Q3 ADDED 37,015 +121 +0.3% 1.20% $11.4M $307.02
2025 Q2 REDUCED 36,894 -151 -0.4% 1.27% $10.5M $283.76
2025 Q1 REDUCED 37,045 -443 -1.2% 1.23% $9.5M $254.88
2024 Q4 ADDED 37,488 +12 +0.0% 1.30% $10.1M $266.54
2024 Q3 REDUCED 37,476 -740 -1.9% 1.31% $10.2M $259.40
2024 Q2 REDUCED 38,216 -151 -0.4% 1.37% $9.5M $245.18
2024 Q1 ADDED 38,367 +1,904 +5.2% 1.37% $9.1M $234.69
2023 Q4 ADDED 36,463 +950 +2.7% 1.13% $8.0M $212.81
2023 Q3 ADDED 35,513 +1,207 +3.5% 1.11% $6.9M $190.09
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VV price (monthly, adj. close)
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