VO — VANGUARD INDEX FDS

Ownership history in TL Private Wealth  ·  25 quarters on record

This page tracks every 13F SEC filing in which TL Private Wealth reported a position in VANGUARD INDEX FDS (VO). 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
15.22% (2024 Q1)
Avg. % of fund
14.33%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 125,034 -20 -0.0% 14.37% $37.3M $290.22
2025 Q3 REDUCED 125,054 -3,219 -2.5% 14.53% $36.2M $292.59
2025 Q2 ADDED 128,273 +2,556 +2.0% 15.03% $36.2M $277.75
2025 Q1 ADDED 125,717 +5,467 +4.5% 14.24% $28.7M $255.71
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VO price (monthly, adj. close)

Other funds also holding VO

As of 2025 Q4 — sorted by position size

Fidato Wealth LLC 3Y 25.67% Performa Ltd (US), LLC 3Y 7Y 15.76% Bear Mountain Capital, Inc. 15.22% BCK Partners, Inc. 3Y 14.91% SilverOak Wealth Management LLC 11.13% JMG Financial Group, Ltd. 3Y 7Y 11.02% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 10.74% Financial Synergies Wealth Advisors, Inc. 10.73% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.61% Northwest Quadrant Wealth Management, LLC 3Y 7Y 10.56%
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