VXF — VANGUARD INDEX FDS

Ownership history in NWAM LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which NWAM LLC 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
0.06% (2021 Q3)
Avg. % of fund
0.04%
First filed
2021 Q3
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 968 -814 -45.7% 0.01% $202K $208.69
2022 Q1 REDUCED 1,782 -1,209 -40.4% 0.02% $295K $157.89
2021 Q4 REDUCED 2,991 -791 -20.9% 0.04% $547K $174.12
2021 Q3 INITIATED 3,782 — — 0.06% $690K $172.93
% 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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