VB β€” VANGUARD INDEX FDS

Ownership history in CRA Financial Services, LLC  Β·  29 quarters on record

AI Ownership Summary

CRA Financial Services, LLC reported VANGUARD INDEX FDS (VB) in 29 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.76% in 2023 Q3. The latest visible filing shows VB at 1.75% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CRA Financial Services, LLC's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VB was reported at 1.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.76% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CRA Financial Services, LLC held VB β€” position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 51,887 -11,377 -18.0% 1.75% $13.4M 2026-02-14 (Est.) $276.30
2025 Q3 ADDED 63,264 +1,254 +2.0% 2.20% $16.1M 2025-10-16 $252.31
2025 Q2 ADDED 62,010 +1,726 +2.9% 2.25% $14.7M 2025-07-14 $241.54
2025 Q1 ADDED 60,284 +1,925 +3.3% 2.29% $13.4M 2025-04-16 $203.14
2024 Q4 ADDED 58,359 +507 +0.9% 2.41% $14.0M 2025-01-31 $246.15
2024 Q3 ADDED 57,852 +1,932 +3.5% 2.52% $13.7M 2024-10-10 $230.95
2024 Q2 ADDED 55,920 +1,342 +2.5% 2.46% $12.2M 2024-07-12 $221.21
2024 Q1 ADDED 54,578 +2,086 +4.0% 2.71% $12.5M 2024-04-17 $206.06
2023 Q4 REDUCED 52,492 -520 -1.0% 2.74% $11.2M 2024-02-01 $204.67
2023 Q3 ADDED 53,012 +1,397 +2.7% 2.76% $10.0M 2023-10-13 $178.24
19 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CRA Financial Services, LLC and VB

These are the practical questions this page is built to answer before you even open the full history table.

How long has CRA Financial Services, LLC reported owning VB?

CRA Financial Services, LLC reported VB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VB position in CRA Financial Services, LLC's portfolio?

The largest reported portfolio weight for VB was 2.76% in 2023 Q3.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q4, when CRA Financial Services, LLC reported 51,887 shares, equal to 1.75% of portfolio, with an estimated market value of $13.4M.

What does the chart on this VB ownership page compare?

The chart compares CRA Financial Services, LLC's quarterly VB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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