VO VANGUARD INDEX FDS

Ownership history in Farrell Financial LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Farrell Financial LLC reported a position in VANGUARD INDEX FDS (VO). 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
4.7% (2024 Q3)
Avg. % of fund
4.39%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 23,199 +164 +0.7% 3.97% $6.7M $290.22
2025 Q3 REDUCED 23,035 -231 -1.0% 4.24% $6.8M $292.59
2025 Q2 REDUCED 23,266 -151 -0.6% 4.36% $6.5M $277.75
2025 Q1 REDUCED 23,417 -583 -2.4% 4.41% $6.1M $255.71
2024 Q4 REDUCED 24,000 -47 -0.2% 4.53% $6.3M $260.00
2024 Q3 REDUCED 24,047 -17 -0.1% 4.70% $6.7M $258.65
2024 Q2 INITIATED 24,064 4.54% $5.8M
% of Fund (quarterly)    VO price (monthly, adj. close)
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