VB — VANGUARD INDEX FDS

Ownership history in AF Advisors, Inc.  ·  8 quarters on record

This page tracks every 13F SEC filing in which AF Advisors, Inc. 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
0.1% (2025 Q3)
Avg. % of fund
0.06%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 936 — 0% 0.09% $242K $257.95
2025 Q3 UNCHANGED 936 — 0% 0.10% $238K $253.38
2025 Q2 UNCHANGED 936 — 0% 0.08% $222K $235.40
2025 Q1 UNCHANGED 936 — 0% 0.04% $208K $219.54
2024 Q4 UNCHANGED 936 — 0% 0.03% $225K $236.92
2024 Q3 ADDED 936 +1 +0.1% 0.03% $222K $233.03
2024 Q2 UNCHANGED 935 — 0% 0.04% $204K $213.56
2024 Q1 INITIATED 935 — — 0.05% $214K —
% 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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