VB — VANGUARD INDEX FDS

Ownership history in Addison Capital Co  ·  7 quarters on record

This page tracks every 13F SEC filing in which Addison Capital Co 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
1.25% (2025 Q4)
Avg. % of fund
0.67%
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 19,399 +6,493 +50.3% 1.25% $5.0M $257.95
2025 Q3 ADDED 12,906 +4,220 +48.6% 0.97% $3.3M $253.38
2025 Q2 ADDED 8,686 +1,457 +20.2% 0.72% $2.1M $235.40
2025 Q1 ADDED 7,229 +1,936 +36.6% 0.63% $1.6M $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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