VOT — VANGUARD INDEX FDS

Ownership history in PRIVATE CLIENT SERVICES, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, LLC reported a position in VANGUARD INDEX FDS (VOT). 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
0.17% (2023 Q4)
Avg. % of fund
0.13%
First filed
2023 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 685 -214 -23.8% 0.07% $201K $293.29
2024 Q2 REDUCED 899 -27 -2.9% 0.13% $206K $227.25
2024 Q1 REDUCED 926 -16 -1.7% 0.15% $218K $233.03
2023 Q4 INITIATED 942 — — 0.17% $207K —
% of Fund (quarterly)    VOT price (monthly, adj. close)

Other funds also holding VOT

As of 2025 Q4 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 8.82% STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 8.48% Clayton Financial Group LLC 7.28% Gladwyn Financial Advisors, Inc. 6.93% Truepoint, Inc. 3Y 7Y 6.71% Axiom Financial Strategies, LLC 3Y 5.91% NorthStar Asset Management LLC /NJ/ 5.33% Roberts Financial Services LLC 3Y 7Y 5.18% PRESILIUM PRIVATE WEALTH, LLC 3Y 4.77% Davis Investment Partners, LLC 3Y 4.69%
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