SEC 13F Intelligence

Slatestone Wealth, LLC / VXF

Slatestone Wealth, LLC’s Vanguard Index Fds Position

Does Slatestone Wealth, LLC own Vanguard Index Fds (VXF)? Yes145.6K shares worth $30M (+2.47% of its 13F portfolio) as of Q1 2026, up from 134.0K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
145.6K
% of Portfolio
+2.47%
Quarters Held
16
currently held

Position History VXF

Reported value by quarter
Q1 ’22: $255,000Q1 ’22Q2 ’22: $971,000Q3 ’22: $1MQ3 ’22Q4 ’22: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $5MQ4 ’23: $7MQ4 ’23Q1 ’24: $7MQ2 ’24: $8MQ2 ’24Q3 ’24: $11MQ4 ’24: $14MQ4 ’24Q1 ’25: $16MQ2 ’25: $20MQ2 ’25Q3 ’25: $25MQ4 ’25: $28MQ4 ’25Q1 ’26: $30Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026145.6K$30M+2.47%
Q4 2025134.0K$28M+2.34%
Q3 2025121.5K$25M+2.20%
Q2 2025106.3K$20M+1.91%
Q1 202595.4K$16M+1.65%
Q4 202474.4K$14M+1.39%
Q3 202459.0K$11M+0.97%
Q2 202449.9K$8M+0.91%
Q1 202442.8K$7M+0.75%
Q4 202340.5K$7M+0.86%
Q3 202336.5K$5M+0.76%
Q2 202320.7K$3M+0.60%
Q4 202212.6K$2M+0.41%
Q3 202210.1K$1M+0.34%
Q2 20227.4K$971,000+0.25%
Q1 20221.5K$255,000+0.06%

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