VOT — VANGUARD INDEX FDS

Ownership history in KMG FIDUCIARY PARTNERS, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which KMG FIDUCIARY PARTNERS, 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
0.1% (2023 Q2)
Avg. % of fund
0.08%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 3,651 — 0% 0.07% $1.1M $293.29
2025 Q2 UNCHANGED 3,651 — 0% 0.08% $1.0M $283.49
2025 Q1 UNCHANGED 3,651 — 0% 0.07% $893K $243.49
2024 Q4 UNCHANGED 3,651 — 0% 0.08% $926K $252.11
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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