VOE — VANGUARD INDEX FDS

Ownership history in Stonegate Management LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Stonegate Management 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
1.19% (2021 Q2)
Avg. % of fund
1.19%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 10,200 — 0% 1.19% $1.8M $177.37
2025 Q3 UNCHANGED 10,200 — 0% 1.19% $1.8M $173.67
2025 Q2 UNCHANGED 10,200 — 0% 1.19% $1.8M $162.78
2025 Q1 UNCHANGED 10,200 — 0% 1.19% $1.8M $158.07
2024 Q4 UNCHANGED 10,200 — 0% 1.19% $1.8M $158.25
2024 Q3 UNCHANGED 10,200 — 0% 1.19% $1.8M $163.02
2024 Q2 UNCHANGED 10,200 — 0% 1.19% $1.8M $145.55
2024 Q1 UNCHANGED 10,200 — 0% 1.19% $1.8M $149.97
2023 Q4 UNCHANGED 10,200 — 0% 1.19% $1.8M $138.82
2023 Q3 UNCHANGED 10,200 — 0% 1.19% $1.8M $124.39
9 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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