VB β€” VANGUARD INDEX FDS

Ownership history in Bray Capital Advisors  Β·  41 quarters on record

AI Ownership Summary

Bray Capital Advisors reported VANGUARD INDEX FDS (VB) in 41 quarterly 13F filings from 2023 Q4 through 2024 Q4. Peak portfolio weight reached 2.44% in 2024 Q4. The latest visible filing shows VB at 2.44% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bray Capital Advisors'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

VB was reported at 2.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.44% in 2024 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 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 Bray Capital Advisors held VB β€” position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 37,454 -504 -1.3% 2.44% $9.0M 2025-02-14 (Est.) $243.57
2024 Q3 REDUCED 37,958 -1,579 -4.0% 2.21% $9.0M 2024-11-01 $231.20
2024 Q2 REDUCED 39,537 -1,109 -2.7% 2.16% $8.6M 2024-07-31 $227.74
2024 Q1 ADDED 40,646 +1 +0.0% 2.36% $9.3M 2024-04-30 $207.80
2023 Q4 ADDED 40,645 +3,801 +10.3% 2.40% $8.7M 2024-01-29 $206.46
36 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Bray Capital Advisors and VB

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

How long has Bray Capital Advisors reported owning VB?

Bray Capital Advisors reported VB across 5 quarterly 13F filings, from 2023 Q4 through 2024 Q4.

What was the largest reported VB position in Bray Capital Advisors's portfolio?

The largest reported portfolio weight for VB was 2.44% in 2024 Q4.

What is the latest reported VB position on this page?

The most recent filing on this page is 2024 Q4, when Bray Capital Advisors reported 37,454 shares, equal to 2.44% of portfolio, with an estimated market value of $9.0M.

What does the chart on this VB ownership page compare?

The chart compares Bray Capital Advisors's quarterly VB 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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