VB — VANGUARD INDEX FDS

Ownership history in Abound Wealth Management  ·  7 quarters on record

This page tracks every 13F SEC filing in which Abound Wealth Management reported a position in VANGUARD INDEX FDS (VB). 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
4.38% (2025 Q2)
Avg. % of fund
4.13%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 67,193 +391 +0.6% 4.06% $17.3M $257.95
2025 Q3 ADDED 66,802 +1,338 +2.0% 4.25% $17.0M $253.38
2025 Q2 ADDED 65,464 +8,110 +14.1% 4.38% $15.5M $235.40
2025 Q1 ADDED 57,354 +7,835 +15.8% 4.24% $12.7M $219.54
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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