VO — VANGUARD INDEX FDS

Ownership history in Peninsula Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Peninsula 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
0.65% (2024 Q2)
Avg. % of fund
0.63%
First filed
2024 Q2
Last filed
2024 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 ADDED 13,557 +58 +0.4% 0.61% $3.6M $260.00
2024 Q3 REDUCED 13,499 -405 -2.9% 0.64% $3.6M $258.65
2024 Q2 INITIATED 13,904 — — 0.65% $3.5M —
% 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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