VB — VANGUARD INDEX FDS

Ownership history in Brown Financial Advisory  ·  21 quarters on record

This page tracks every 13F SEC filing in which Brown Financial Advisory 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
16.17% (2025 Q4)
Avg. % of fund
12.21%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 124,007 +4,570 +3.8% 16.17% $32.0M $257.95
2025 Q3 ADDED 119,437 +2,180 +1.9% 15.90% $30.4M $253.38
2025 Q2 ADDED 117,257 +16,749 +16.7% 15.33% $27.8M $235.40
2025 Q1 ADDED 100,508 +16,572 +19.7% 13.92% $22.3M $219.54
17 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% 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% Whelan Financial 3Y 10.43%
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