VBK — VANGUARD INDEX FDS

Ownership history in Brickley Wealth Management  ·  33 quarters on record

This page tracks every 13F SEC filing in which Brickley Wealth Management 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
5.71% (2024 Q1)
Avg. % of fund
4.41%
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 100,771 +138 +0.1% 5.13% $30.4M $302.11
2025 Q3 ADDED 100,633 +361 +0.4% 5.22% $30.0M $297.25
2025 Q2 ADDED 100,272 +317 +0.3% 5.43% $27.8M $276.19
2025 Q1 REDUCED 99,955 -145 -0.1% 5.22% $25.2M $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

BHK Investment Advisors, LLC 3Y 7Y 9.09% 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% 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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