VV — VANGUARD INDEX FDS

Ownership history in Downshift Financial, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Downshift Financial, 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
6.44% (2025 Q4)
Avg. % of fund
6.44%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 33,602 — — 6.44% $10.4M $314.80
% of Fund (quarterly)    VV price (monthly, adj. close)

Other funds also holding VV

As of 2025 Q4 — sorted by position size

Johnson Financial Group, LLC 3Y 7Y 48.94% Addis & Hill, Inc 39.61% Henson-Edgewater Management, LLC 39.61% Mason & Associates, LLC 30.52% Wealthquest Corp 3Y 7Y 28.0% Financial Planning Navigators CORP 24.76% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 24.44% MilWealth Group LLC 21.95% James J. Burns & Company, LLC 3Y 21.75% Voya Financial Advisors, Inc. 3Y 7Y 21.27%
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