VBK — VANGUARD INDEX FDS

Ownership history in BHK Investment Advisors, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which BHK Investment Advisors, LLC 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
10.21% (2023 Q4)
Avg. % of fund
8.43%
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 91,558 +8,134 +9.8% 9.09% $27.7M $302.11
2025 Q3 REDUCED 83,424 -1,794 -2.1% 9.28% $24.8M $297.25
2025 Q2 ADDED 85,218 +2,446 +3.0% 9.24% $23.6M $276.19
2025 Q1 REDUCED 82,772 -8,967 -9.8% 8.81% $20.8M $250.70
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VBK price (monthly, adj. close)

Other funds also holding VBK

As of 2025 Q4 — sorted by position size

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% Strategies Wealth Advisors, LLC 4.47%
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