VO VANGUARD INDEX FDS

Ownership history in LongView Wealth Management  ·  9 quarters on record

This page tracks every 13F SEC filing in which LongView Wealth Management 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
1.14% (2025 Q3)
Avg. % of fund
0.74%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,654 +1,333 +9.3% 1.13% $4.7M $290.22
2025 Q3 ADDED 14,321 +4,253 +42.2% 1.14% $4.2M $292.59
2025 Q2 ADDED 10,068 +2,624 +35.2% 0.85% $2.8M $277.75
2025 Q1 ADDED 7,444 +1,240 +20.0% 0.58% $1.9M $255.71
2024 Q4 ADDED 6,204 +7 +0.1% 0.50% $1.6M $260.00
2024 Q3 ADDED 6,197 +491 +8.6% 0.52% $1.6M $258.65
2024 Q2 REDUCED 5,706 -189 -3.2% 0.51% $1.4M $236.49
2024 Q1 REDUCED 5,895 -1,957 -24.9% 0.58% $1.5M $243.13
2023 Q4 INITIATED 7,852 0.81% $1.8M
% of Fund (quarterly)    VO price (monthly, adj. close)
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