VBK — VANGUARD INDEX FDS

Ownership history in BAILARD, INC. · 9 quarters on record

This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in VANGUARD INDEX FDS (VBK). 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

0.19% (2023 Q4)

Avg. % of fund

0.05%

First filed

2021 Q4

Last filed

2025 Q3

Quarters held

9

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	UNCHANGED	17,766	—	0%	0.11%	$5.3M	$297.25
2025 Q2	ADDED	17,766	+16,912	+1980.3%	0.11%	$4.9M	$276.19
2024 Q3	REDUCED	854	-26,141	-96.8%	0.01%	$228K	$265.46
2023 Q4	ADDED	26,995	+25,914	+2397.2%	0.19%	$6.5M	$239.00

% of Fund (quarterly) VBK price (monthly, adj. close)

Other funds also holding VBK

As of 2025 Q4 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 9.09% Battery Global Advisors, LLC 8.51% Gladwyn Financial Advisors, Inc. 7.55% Vawter Financial, Ltd. 6.76% Cohen Klingenstein LLC 3Y 7Y 6.14% Fee-Only Financial Planning, L.C. 3Y 5.29% Brickley Wealth Management 3Y 7Y 5.13% Forbes Financial Planning, Inc. 3Y 4.95% American Financial Advisors, LLC 3Y 7Y 4.72% Whitaker-Myers Wealth Managers, LTD. 4.54%

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