VOT — VANGUARD INDEX FDS

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which DIVERSIFY WEALTH MANAGEMENT, LLC reported a position in VANGUARD INDEX FDS (VOT). 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
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 693 -40 -5.5% 0.01% $202K $293.29
2025 Q2 INITIATED 733 — — 0.01% $210K $283.49
% of Fund (quarterly)    VOT price (monthly, adj. close)

Other funds also holding VOT

As of 2025 Q4 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 8.82% STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 8.48% Clayton Financial Group LLC 7.28% Gladwyn Financial Advisors, Inc. 6.93% Truepoint, Inc. 3Y 7Y 6.71% Axiom Financial Strategies, LLC 3Y 5.91% NorthStar Asset Management LLC /NJ/ 5.33% Roberts Financial Services LLC 3Y 7Y 5.18% PRESILIUM PRIVATE WEALTH, LLC 3Y 4.77% Davis Investment Partners, LLC 3Y 4.69%
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