VB — VANGUARD INDEX FDS

Ownership history in Cornerstone Planning, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Cornerstone Planning, 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
1.47% (2025 Q1)
Avg. % of fund
1.47%
First filed
2025 Q1
Last filed
2025 Q1
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q1 INITIATED 16,027 — — 1.47% $3.9M $219.54
% 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%
← Back to Cornerstone Planning, LLC Holdings