VO — VANGUARD INDEX FDS

Ownership history in Pasadena Private Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Pasadena Private Wealth, LLC 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
0.04% (2025 Q1)
Avg. % of fund
0.04%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 689 -159 -18.8% 0.03% $202K $292.59
2025 Q2 ADDED 848 +10 +1.2% 0.04% $237K $277.75
2025 Q1 INITIATED 838 — — 0.04% $217K $255.71
% of Fund (quarterly)    VO price (monthly, adj. close)

Other funds also holding VO

As of 2025 Q4 — sorted by position size

Fidato Wealth LLC 3Y 25.67% Performa Ltd (US), LLC 3Y 7Y 15.76% Bear Mountain Capital, Inc. 15.22% BCK Partners, Inc. 3Y 14.91% TL Private Wealth 3Y 14.37% SilverOak Wealth Management LLC 11.13% JMG Financial Group, Ltd. 3Y 7Y 11.02% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 10.74% Financial Synergies Wealth Advisors, Inc. 10.73% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.61%
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