VO — VANGUARD INDEX FDS

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, 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
2.5% (2025 Q4)
Avg. % of fund
1.53%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,602 +4,258 +18.2% 2.50% $8.0M $290.22
2025 Q3 ADDED 23,344 +7,056 +43.3% 2.29% $6.9M $292.59
2025 Q2 ADDED 16,288 +4,635 +39.8% 1.78% $4.6M $277.75
2025 Q1 ADDED 11,653 +4,731 +68.3% 1.49% $3.0M $255.71
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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