VB VANGUARD INDEX FDS

Ownership history in Ballast, Inc.  ·  33 quarters on record

This page tracks every 13F SEC filing in which Ballast, 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
10.32% (2025 Q3)
Avg. % of fund
7.4%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 169,204 +1,768 +1.1% 10.22% $43.6M $257.95
2025 Q3 ADDED 167,436 +157,551 +1593.8% 10.32% $42.6M $253.38
2025 Q2 REDUCED 9,885 -143,361 -93.5% 0.96% $2.3M $235.40
2025 Q1 ADDED 153,246 +4,569 +3.1% 9.61% $34.0M $219.54
29 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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