VXF — 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 (VXF). 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 Q2)
Avg. % of fund
2.21%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 106,521 +3,284 +3.2% 2.23% $22.3M $209.12
2025 Q3 ADDED 103,237 +2,005 +2.0% 2.28% $21.6M $208.69
2025 Q2 ADDED 101,232 +4,572 +4.7% 2.35% $19.5M $191.59
2025 Q1 ADDED 96,660 +1,542 +1.6% 2.14% $16.7M $170.78
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VXF price (monthly, adj. close)

Other funds also holding VXF

As of 2025 Q4 — sorted by position size

Tenon Financial LLC 20.16% ACT WEALTH MANAGEMENT, LLC 3Y 13.91% MARQUETTE ASSOCIATES, INC. 12.47% Gleason Group, Inc. 3Y 12.47% Plante Moran Financial Advisors, LLC 3Y 7Y 10.12% Clifford Group, LLC 3Y 8.67% BRIGHTON SECURITIES CORP. 8.43% FC Advisory LLC 3Y 7Y 7.93% Van Cleef Asset Management,Inc 3Y 7Y 7.4% MAYPORT, LLC 3Y 7.33%
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