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.
| 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 |
| 2024 Q4 | ADDED | 83,936 | +3,322 | +4.1% | 14.33% | $20.2M | $236.92 |
| 2024 Q3 | ADDED | 80,614 | +2,304 | +2.9% | 13.53% | $19.1M | $233.03 |
| 2024 Q2 | ADDED | 78,310 | +5,953 | +8.2% | 13.13% | $17.1M | $213.56 |
| 2024 Q1 | REDUCED | 72,357 | -193 | -0.3% | 12.85% | $16.5M | $223.02 |
| 2023 Q4 | ADDED | 72,550 | +1,000 | +1.4% | 12.60% | $15.5M | $207.51 |
| 2023 Q3 | ADDED | 71,550 | +373 | +0.5% | 11.99% | $13.5M | $182.97 |
As of 2025 Q4 — sorted by position size