SEC 13F Intelligence

Headinvest, LLC / VFIAX

Headinvest, LLC’s Vanguard 500 Index Admiral Position

Does Headinvest, LLC own Vanguard 500 Index Admiral (VFIAX)? Not currently — the last reported position was 18.9K shares worth $6M in Q3 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q3 2020
Shares
18.9K
% of Portfolio
+1.70%
Quarters Held
8
position exited

Position History VFIAX

Reported value by quarter
Q4 ’18: $9MQ4 ’18Q1 ’19: $5MQ1 ’19Q2 ’19: $5MQ2 ’19Q3 ’19: $5MQ3 ’19Q4 ’19: $6MQ4 ’19Q1 ’20: $5MQ1 ’20Q2 ’20: $5MQ2 ’20Q3 ’20: $6MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202018.9K$6M+1.70%
Q2 202018.8K$5M+1.69%
Q1 202019.1K$5M+1.71%
Q4 201919.5K$6M+1.67%
Q3 201919.8K$5M+1.65%
Q2 201919.7K$5M+1.51%
Q1 201919.6K$5M+1.44%
Q4 201839.6K$9M+1.45%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Headinvest, LLC’s full portfolio or all institutional holders of VFIAX.