Ownership history in Phoenix Financial Ltd. · 11 quarters on record
This page tracks every 13F SEC filing in which Phoenix Financial Ltd. reported a position in VANGUARD ADMIRAL FDS INC (IVOO). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 15,000 | — | 0% | 0.02% | $1.7M | $109.97 |
| 2025 Q2 | REDUCED | 15,000 | -21,252 | -58.6% | 0.02% | $1.6M | $104.22 |
| 2025 Q1 | REDUCED | 36,252 | -10,723 | -22.8% | 0.05% | $3.6M | $97.66 |
| 2024 Q4 | REDUCED | 46,975 | -17,445 | -27.1% | 0.07% | $5.0M | $104.03 |
| 2024 Q3 | ADDED | 64,420 | +982 | +1.5% | 0.10% | $6.8M | $103.57 |
| 2024 Q2 | ADDED | 63,438 | +400 | +0.6% | 0.10% | $6.3M | $96.85 |
| 2024 Q1 | ADDED | 63,038 | +15,830 | +33.5% | 0.09% | $6.5M | $100.29 |
| 2023 Q4 | REDUCED | 47,208 | -155 | -0.3% | 0.07% | $4.4M | $91.28 |
| 2023 Q3 | REDUCED | 47,363 | -97 | -0.2% | 0.07% | $4.0M | $81.72 |
| 2023 Q2 | REDUCED | 47,460 | -28,502 | -37.5% | 0.09% | $4.2M | $85.36 |
As of 2025 Q4 — sorted by position size