Ownership history in Beckerman Institutional, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in VANGUARD INDEX FDS (VO). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,912 | +332 | +2.9% | 1.94% | $3.5M | $290.22 |
| 2025 Q3 | ADDED | 11,580 | +312 | +2.8% | 2.00% | $3.4M | $292.59 |
| 2025 Q2 | ADDED | 11,268 | +971 | +9.4% | 2.09% | $3.2M | $277.75 |
| 2025 Q1 | ADDED | 10,297 | +930 | +9.9% | 1.93% | $2.7M | $255.71 |
| 2024 Q4 | ADDED | 9,367 | +643 | +7.4% | 1.98% | $2.5M | $260.00 |
| 2024 Q3 | INITIATED | 8,724 | — | — | 1.94% | $2.3M | $258.65 |
As of 2025 Q4 — sorted by position size