SEC 13F Intelligence

Freedman Financial Associates, Inc. / VXF

Freedman Financial Associates, Inc.’s Vanguard Index Fds Position

Does Freedman Financial Associates, Inc. own Vanguard Index Fds (VXF)? Not currently — the last reported position was 126.3K shares worth $21M in Q1 2022; the fund’s latest 13F (Q2 2022) no longer reports it.

Position Value
$21M
Q1 2022
Shares
126.3K
% of Portfolio
+14.66%
Quarters Held
6
position exited

Position History VXF

Reported value by quarter
Q4 ’20: $17MQ4 ’20Q1 ’21: $19MQ1 ’21Q2 ’21: $21MQ2 ’21Q3 ’21: $22MQ3 ’21Q4 ’21: $22MQ4 ’21Q1 ’22: $21MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022126.3K$21M+14.66%
Q4 2021122.8K$22M+15.34%
Q3 2021119.9K$22M+15.97%
Q2 2021109.9K$21M+15.62%
Q1 2021106.2K$19M+15.51%
Q4 2020102.7K$17M+15.19%

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