VV — VANGUARD INDEX FDS

Ownership history in Wealthquest Corp  ·  26 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in VANGUARD INDEX FDS (VV). 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
29.0% (2025 Q3)
Avg. % of fund
17.27%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,177,813 -2,967 -0.3% 28.00% $370.8M $314.80
2025 Q3 ADDED 1,180,780 +462,228 +64.3% 29.00% $363.5M $307.02
2025 Q2 ADDED 718,552 +36 +0.0% 16.17% $205.0M $283.76
2024 Q4 ADDED 718,516 +4,909 +0.7% 15.77% $193.8M $266.54
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VV price (monthly, adj. close)

Other funds also holding VV

As of 2025 Q4 — sorted by position size

Johnson Financial Group, LLC 3Y 7Y 48.94% Addis & Hill, Inc 39.61% Henson-Edgewater Management, LLC 39.61% Mason & Associates, LLC 30.52% Financial Planning Navigators CORP 24.76% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 24.44% MilWealth Group LLC 21.95% James J. Burns & Company, LLC 3Y 21.75% Voya Financial Advisors, Inc. 3Y 7Y 21.27% Koesten, Hirschmann & Crabtree, INC. 3Y 18.3%
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