VOE — VANGUARD INDEX FDS

Ownership history in Simplicity Wealth,LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in VANGUARD INDEX FDS (VOE). 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
0.21% (2024 Q1)
Avg. % of fund
0.09%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,470 -3,922 -61.4% 0.02% $431K $173.67
2025 Q2 ADDED 6,392 +5,108 +397.8% 0.04% $1.1M $162.78
2025 Q1 ADDED 1,284 +3 +0.2% 0.02% $206K $158.07
2024 Q4 REDUCED 1,281 -53,916 -97.7% 0.04% $207K $158.25
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VOE price (monthly, adj. close)

Other funds also holding VOE

As of 2025 Q4 — sorted by position size

STEPHENS GROUP ASSET MANAGEMENT, LLC 3Y 7Y 13.08% SYM FINANCIAL Corp 3Y 7Y 10.19% Dougherty Wealth Advisers LLC 3Y 7Y 9.26% Diesslin Group, Inc. 9.25% BHK Investment Advisors, LLC 3Y 7Y 9.2% Clayton Financial Group LLC 7.62% Gladwyn Financial Advisors, Inc. 7.39% Marotta Asset Management 3Y 7.35% Shakespeare Wealth Management, LLC 3Y 7Y 7.01% Rodgers & Associates, LTD 3Y 6.82%
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