VV β€” VANGUARD INDEX FDS

Ownership history in Enclave Advisors LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Enclave Advisors 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.03% (2025 Q3)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2025 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
2
% of Fund (quarterly)    VV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 716 β€” 0% 0.03% $220K $307.02
2025 Q2 INITIATED 716 β€” β€” 0.03% $204K $283.76

🏒 Other funds also holding VV

As of 2025 Q4 β€” 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%
← Back to Enclave Advisors LLC Holdings