VGUS — VANGUARD INSTL INDEX FD

Ownership history in StoneX Group Inc.  ·  2 quarters on record

This page tracks every 13F SEC filing in which StoneX Group Inc. reported a position in VANGUARD INSTL INDEX FD (VGUS). 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
0.03% (2025 Q2)
Avg. % of fund
0.03%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 7,000 -2,000 -22.2% 0.02% $530K $74.31
2025 Q2 INITIATED 9,000 — — 0.03% $680K $73.49
% of Fund (quarterly)    VGUS price (monthly, adj. close)

Other funds also holding VGUS

As of 2025 Q4 — sorted by position size

Coston, McIsaac & Partners 3Y 3.62% Strategic Investment Solutions, Inc. /IL 3Y 2.51% Pathway Financial Advisors LLC 3Y 7Y 2.41% Crown Wealth Group, LLC 3Y 1.39% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 0.72% ORSER CAPITAL MANAGEMENT, LLC 3Y 0.56% Keystone Wealth Services, LLC 3Y 0.46% BURLING WEALTH PARTNERS, LLC 0.32% D.B. Root & Company, LLC 3Y 7Y 0.3% Capital Investment Services of America, Inc. 3Y 7Y 0.25%
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