VB VANGUARD INDEX FDS

Ownership history in ATMOS ADVISORY, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which ATMOS ADVISORY, LLC 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
9.02% (2024 Q1)
Avg. % of fund
7.93%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 56,579 +2,817 +5.2% 8.46% $14.6M $257.95
2025 Q3 REDUCED 53,762 -77 -0.1% 8.33% $13.7M $253.38
2025 Q2 REDUCED 53,839 -156 -0.3% 8.13% $12.8M $235.40
2025 Q1 ADDED 53,995 +962 +1.8% 8.04% $12.0M $219.54
2024 Q4 ADDED 53,033 +400 +0.8% 8.85% $12.7M $236.92
2024 Q3 ADDED 52,633 +1,942 +3.8% 8.87% $12.5M $233.03
2024 Q2 ADDED 50,691 +1,434 +2.9% 8.65% $11.1M $213.56
2024 Q1 REDUCED 49,257 -1,880 -3.7% 9.02% $11.3M $223.02
2023 Q4 REDUCED 51,137 -35 -0.1% 8.75% $10.9M $207.51
2023 Q3 ADDED 51,172 +1,662 +3.4% 8.27% $9.7M $182.97
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)
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