VBK — VANGUARD INDEX FDS

Ownership history in CHOREO, LLC · 24 quarters on record

This page tracks every 13F SEC filing in which CHOREO, LLC 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

7.77% (2020 Q4)

Avg. % of fund

4.27%

First filed

2020 Q1

Last filed

2025 Q4

Quarters held

24

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	523,404	+13,179	+2.6%	2.03%	$159.7M	$302.11
2025 Q3	REDUCED	510,225	-3,004	-0.6%	1.98%	$152.1M	$297.25
2025 Q2	ADDED	513,229	+949	+0.2%	1.99%	$142.3M	$276.19
2025 Q1	REDUCED	512,280	-23,566	-4.4%	2.00%	$129.0M	$250.70

% 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% Brickley Wealth Management 3Y 7Y 5.13% Forbes Financial Planning, Inc. 3Y 4.95% American Financial Advisors, LLC 3Y 7Y 4.72% Whitaker-Myers Wealth Managers, LTD. 4.54%

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