VB VANGUARD INDEX FDS

Ownership history in Compton Wealth Advisory Group, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Compton Wealth Advisory Group, 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
6.57% (2021 Q1)
Avg. % of fund
4.05%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 77,122 -1,688 -2.1% 4.35% $19.9M $257.95
2025 Q3 ADDED 78,810 +1,432 +1.9% 4.64% $20.0M $253.38
2025 Q2 ADDED 77,378 +4,439 +6.1% 4.64% $18.3M $235.40
2025 Q1 ADDED 72,939 +2,251 +3.2% 4.49% $16.2M $219.54
2024 Q4 REDUCED 70,688 -182 -0.3% 4.38% $17.0M $236.92
2024 Q3 ADDED 70,870 +691 +1.0% 4.25% $16.8M $233.03
2024 Q2 ADDED 70,179 +1,259 +1.8% 4.08% $15.3M $213.56
2024 Q1 ADDED 68,920 +4,330 +6.7% 4.31% $15.8M $223.02
2023 Q4 ADDED 64,590 +1,655 +2.6% 4.32% $13.8M $207.51
2023 Q3 ADDED 62,935 +740 +1.2% 4.08% $11.9M $182.97
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)
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