Ownership history in Values Added Financial LLC · 11 quarters on record
This page tracks every 13F SEC filing in which Values Added Financial LLC reported a position in VANGUARD INDEX FDS (VXF). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 16,463 | -173 | -1.0% | 1.45% | $3.4M | $209.12 |
| 2025 Q3 | REDUCED | 16,636 | -2 | -0.0% | 1.55% | $3.5M | $208.69 |
| 2025 Q2 | REDUCED | 16,638 | -412 | -2.4% | 1.55% | $3.2M | $191.59 |
| 2025 Q1 | REDUCED | 17,050 | -255 | -1.5% | 1.63% | $2.9M | $170.78 |
| 2024 Q4 | REDUCED | 17,305 | -758 | -4.2% | 1.90% | $3.3M | $187.71 |
| 2024 Q3 | REDUCED | 18,063 | -621 | -3.3% | 2.07% | $3.3M | $179.28 |
| 2024 Q2 | REDUCED | 18,684 | -3 | -0.0% | 2.27% | $3.2M | $165.83 |
| 2024 Q1 | REDUCED | 18,687 | -147 | -0.8% | 2.55% | $3.3M | $171.63 |
| 2023 Q4 | REDUCED | 18,834 | -1,476 | -7.3% | 2.53% | $3.1M | $160.58 |
| 2023 Q3 | REDUCED | 20,310 | -35 | -0.2% | 2.65% | $2.9M | $139.41 |
As of 2025 Q4 — sorted by position size