Ownership history in Diversify Advisory Services, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Diversify Advisory Services, LLC reported a position in VANGUARD INDEX FDS (VOO). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 73,917 | +595 | +0.8% | 1.49% | $47.0M | $627.13 |
| 2025 Q3 | ADDED | 73,322 | +1,554 | +2.2% | 1.55% | $46.1M | $610.65 |
| 2025 Q2 | ADDED | 71,768 | +14,839 | +26.1% | 1.62% | $42.4M | $564.81 |
| 2025 Q1 | REDUCED | 56,929 | -912 | -1.6% | 1.81% | $29.0M | $509.43 |
| 2024 Q4 | ADDED | 57,841 | +10,383 | +21.9% | 1.70% | $30.9M | $532.26 |
| 2024 Q3 | ADDED | 47,458 | +6,953 | +17.2% | 1.37% | $25.4M | $519.60 |
| 2024 Q2 | ADDED | 40,505 | +468 | +1.2% | 1.13% | $20.7M | $490.95 |
| 2024 Q1 | INITIATED | 40,037 | — | — | 1.13% | $19.2M | — |
As of 2025 Q4 — sorted by position size