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
2024 Q4 ADDED 95,118 +1,326 +1.4% 2.32% $18.1M $187.71
2024 Q3 ADDED 93,792 +3,429 +3.8% 2.34% $18.4M $179.28
2024 Q2 REDUCED 90,363 -428 -0.5% 2.20% $15.3M $165.83
2024 Q1 ADDED 90,791 +2,307 +2.6% 2.33% $15.5M $171.63
2023 Q4 ADDED 88,484 +3,844 +4.5% 2.07% $14.6M $160.58
2023 Q3 ADDED 84,640 +357 +0.4% 1.94% $12.1M $139.41
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VXF price (monthly, adj. close)
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