VBK β€” VANGUARD INDEX FDS

Ownership history in BluePointe Capital Management, LLC  Β·  2 quarters on record

AI Ownership Summary

BluePointe Capital Management, LLC reported VANGUARD INDEX FDS (VBK) in 2 quarterly 13F filings from 2024 Q3 through 2024 Q4. Peak portfolio weight reached 0.28% in 2024 Q3. The latest visible filing shows VBK at 0.26% 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 BluePointe Capital Management, 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
2024 Q4

VBK was reported at 0.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2024 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 BluePointe Capital Management, LLC held VBK β€” position size vs. price
% of Fund (quarterly)    VBK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 UNCHANGED 1,594 β€” 0% 0.26% $446K 2025-02-11 $286.02
2024 Q3 INITIATED 1,594 β€” β€” 0.28% $426K 2024-11-06 $281.78

🏒 Other funds also holding VBK

As of 2026 Q1 β€” sorted by position size

Financial Insights, Inc. 3Y 7Y 0.15% BEACON FINANCIAL GROUP 3Y 7Y 0.02% Bangor Savings Bank 3Y 7Y 0.0%

FAQ About BluePointe Capital Management, 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 BluePointe Capital Management, LLC reported owning VBK?

BluePointe Capital Management, LLC reported VBK across 2 quarterly 13F filings, from 2024 Q3 through 2024 Q4.

What was the largest reported VBK position in BluePointe Capital Management, LLC's portfolio?

The largest reported portfolio weight for VBK was 0.28% in 2024 Q3.

What is the latest reported VBK position on this page?

The most recent filing on this page is 2024 Q4, when BluePointe Capital Management, LLC reported 1,594 shares, equal to 0.26% of portfolio, with an estimated market value of $446K.

What does the chart on this VBK ownership page compare?

The chart compares BluePointe Capital Management, 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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