VXF — VANGUARD INDEX FDS

Ownership history in MontVue Capital Management, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which MontVue Capital Management, Inc. reported a position in VANGUARD INDEX FDS (VXF). 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
3.79% (2024 Q4)
Avg. % of fund
3.6%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 24,939 -55 -0.2% 3.47% $5.2M $209.12
2025 Q3 REDUCED 24,994 -878 -3.4% 3.51% $5.2M $208.69
2025 Q2 REDUCED 25,872 -233 -0.9% 3.55% $5.0M $191.59
2025 Q1 REDUCED 26,105 -59 -0.2% 3.60% $4.5M $170.78
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VXF price (monthly, adj. close)

Other funds also holding VXF

As of 2025 Q4 — sorted by position size

Tenon Financial LLC 20.16% ACT WEALTH MANAGEMENT, LLC 3Y 13.91% MARQUETTE ASSOCIATES, INC. 12.47% Gleason Group, Inc. 3Y 12.47% Plante Moran Financial Advisors, LLC 3Y 7Y 10.12% Clifford Group, LLC 3Y 8.67% BRIGHTON SECURITIES CORP. 8.43% FC Advisory LLC 3Y 7Y 7.93% Van Cleef Asset Management,Inc 3Y 7Y 7.4% MAYPORT, LLC 3Y 7.33%
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