VV VANGUARD INDEX FDS

Ownership history in Objective Capital Management, LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which Objective Capital Management, LLC reported a position in VANGUARD INDEX FDS (VV). 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
5.42% (2025 Q1)
Avg. % of fund
3.62%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,580 +3 +0.0% 5.31% $5.2M $314.80
2025 Q3 ADDED 16,577 +53 +0.3% 5.28% $5.1M $307.02
2025 Q2 UNCHANGED 16,524 0% 5.30% $4.7M $283.76
2025 Q1 REDUCED 16,524 -378 -2.2% 5.42% $4.2M $254.88
2024 Q4 ADDED 16,902 +165 +1.0% 3.05% $4.6M $266.54
2024 Q3 REDUCED 16,737 -652 -3.7% 2.59% $4.4M $259.40
2024 Q1 REDUCED 17,389 -81 -0.5% 2.82% $4.2M $234.69
2023 Q4 REDUCED 17,470 -30 -0.2% 2.90% $3.8M $212.81
2023 Q3 ADDED 17,500 +1,079 +6.6% 3.04% $3.4M $190.09
2023 Q2 REDUCED 16,421 -1,566 -8.7% 2.91% $3.3M $196.21
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VV price (monthly, adj. close)
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