VBR — VANGUARD INDEX FDS

Ownership history in 25 LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which 25 LLC reported a position in VANGUARD INDEX FDS (VBR). 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
16.73% (2023 Q3)
Avg. % of fund
14.84%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 132,709 -59,499 -31.0% 8.92% $28.1M $211.79
2025 Q3 ADDED 192,208 +823 +0.4% 13.66% $40.1M $207.69
2025 Q2 ADDED 191,385 +6,985 +3.8% 13.71% $37.3M $193.19
2025 Q1 ADDED 184,400 +4,157 +2.3% 14.21% $34.4M $183.70
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VBR price (monthly, adj. close)

Other funds also holding VBR

As of 2025 Q4 — sorted by position size

Mokosak Advisory Group, LLC 3Y 7Y 17.19% Opal Wealth Advisors, LLC 3Y 10.65% ASPIRIANT, LLC 3Y 7Y 9.86% BHK Investment Advisors, LLC 3Y 7Y 9.15% Marmo Financial Group, LLC 3Y 8.54% Silver Coast Investments LLC 7.64% Gladwyn Financial Advisors, Inc. 7.54% Family CFO Inc 3Y 7.25% Efficient Advisors, LLC 3Y 7Y 7.02% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 6.93%
← Back to 25 LLC Holdings