VV — VANGUARD INDEX FDS

Ownership history in Schaeffer Financial LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Schaeffer Financial LLC reported a position in VANGUARD INDEX FDS (VV). 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
0.23% (2025 Q3)
Avg. % of fund
0.22%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 814 — 0% 0.22% $256K $314.80
2025 Q3 ADDED 814 +57 +7.5% 0.23% $251K $307.02
2025 Q2 UNCHANGED 757 — 0% 0.21% $216K $283.76
2024 Q4 INITIATED 757 — — 0.20% $204K $266.54
% of Fund (quarterly)    VV price (monthly, adj. close)

Other funds also holding VV

As of 2025 Q4 — sorted by position size

Johnson Financial Group, LLC 3Y 7Y 48.94% Addis & Hill, Inc 39.61% Henson-Edgewater Management, LLC 39.61% Mason & Associates, LLC 30.52% Wealthquest Corp 3Y 7Y 28.0% Financial Planning Navigators CORP 24.76% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 24.44% MilWealth Group LLC 21.95% James J. Burns & Company, LLC 3Y 21.75% Voya Financial Advisors, Inc. 3Y 7Y 21.27%
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