VB — VANGUARD INDEX FDS

Ownership history in Brooklyn FI, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Brooklyn FI, LLC reported a position in VANGUARD INDEX FDS (VB). 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
2.98% (2024 Q1)
Avg. % of fund
1.83%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 38,993 +3,604 +10.2% 2.15% $10.1M $257.95
2025 Q3 ADDED 35,389 +226 +0.6% 2.02% $9.0M $253.38
2025 Q2 ADDED 35,163 +8,721 +33.0% 2.14% $8.3M $235.40
2025 Q1 REDUCED 26,442 -1,496,477 -98.3% 1.70% $5.5M $219.54
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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