VBK β€” VANGUARD INDEX FDS

Ownership history in Battery Global Advisors, LLC  Β·  9 quarters on record

AI Ownership Summary

Battery Global Advisors, LLC reported VANGUARD INDEX FDS (VBK) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 8.51% in 2025 Q4. The latest visible filing shows VBK at 8.51% 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.

What this VBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Battery Global Advisors, LLC'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

VBK was reported at 8.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.51% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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 Battery Global Advisors, LLC held VBK β€” position size vs. price
% of Fund (quarterly)    VBK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 29,270 +25,590 +695.4% 8.51% $18.4M 2026-02-14 (Est.) $314.71
2025 Q3 UNCHANGED 3,680 β€” 0% 0.52% $1.1M 2025-11-12 $301.34
2025 Q2 UNCHANGED 3,680 β€” 0% 0.50% $1.0M 2025-08-11 $277.04
2025 Q1 UNCHANGED 3,680 β€” 0% 0.52% $927K 2025-05-09 $255.43
2024 Q4 UNCHANGED 3,680 β€” 0% 0.55% $1.0M 2025-02-14 $288.88
2024 Q3 UNCHANGED 3,680 β€” 0% 0.53% $984K 2024-11-14 $282.62
2024 Q2 UNCHANGED 3,680 β€” 0% 0.61% $922K 2024-08-14 $246.38
2024 Q1 UNCHANGED 3,680 β€” 0% 0.78% $959K 2024-05-15 $254.83
2023 Q4 INITIATED 3,680 β€” β€” 0.68% $890K 2024-02-14 $244.26

FAQ About Battery Global Advisors, LLC and VBK

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

How long has Battery Global Advisors, LLC reported owning VBK?

Battery Global Advisors, LLC reported VBK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VBK position in Battery Global Advisors, LLC's portfolio?

The largest reported portfolio weight for VBK was 8.51% in 2025 Q4.

What is the latest reported VBK position on this page?

The most recent filing on this page is 2025 Q4, when Battery Global Advisors, LLC reported 29,270 shares, equal to 8.51% of portfolio, with an estimated market value of $18.4M.

What does the chart on this VBK ownership page compare?

The chart compares Battery Global Advisors, LLC's quarterly VBK 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.

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