Arvest Bank Trust Division VIMAX VANGUARD INDEX FDS

Ownership history in Arvest Bank Trust Division  ·  33 quarters on record

AI Ownership Summary

Arvest Bank Trust Division reported VANGUARD INDEX FDS (VIMAX) in 33 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows VIMAX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VIMAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Arvest Bank Trust Division's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VIMAX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Arvest Bank Trust Division held VIMAX — position size vs. price
% of Fund (quarterly)    VIMAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12.4% -0.6% 1,127 -159 -12.4% 0.02% $406K 2026-02-14 (Est.) $372.79
2025 Q3 REDUCED 1,286 -44 -3.3% 0.03% $468K 2025-11-07 $355.32
2025 Q2 REDUCED 27.4% +5.1% 1,330 -501 -27.4% 0.03% $462K 2025-08-08 $347.15
2025 Q1 UNCHANGED 1,831 0% 0.04% $587K 2025-05-14 $328.35
2024 Q4 ADDED 1,831 +165 +9.9% 0.04% $599K 2025-02-13 $335.74
2024 Q3 REDUCED 48.7% +0.5% 1,666 -1,584 -48.7% 0.03% $545K 2024-11-25 $343.55
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Arvest Bank Trust Division and VIMAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Arvest Bank Trust Division reported owning VIMAX?

Arvest Bank Trust Division reported VIMAX across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported VIMAX position in Arvest Bank Trust Division's portfolio?

The largest reported portfolio weight for VIMAX was 0.04% in 2025 Q1.

What is the latest reported VIMAX position on this page?

The most recent filing on this page is 2025 Q4, when Arvest Bank Trust Division reported 1,127 shares, equal to 0.02% of portfolio, with an estimated market value of $406K.

What does the chart on this VIMAX ownership page compare?

The chart compares Arvest Bank Trust Division's quarterly VIMAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Arvest Bank Trust Division time their VIMAX position?

Based on 13F filing dates vs. subsequent VIMAX price moves, Arvest Bank Trust Division correctly timed 12 out of 23 reported position changes (52%). The annualised alpha on VIMAX relative to SPY over the holding period was -4.0%.

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