VB β€” VANGUARD INDEX FDS

Ownership history in Crumly & Associates Inc.  Β·  7 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported VANGUARD INDEX FDS (VB) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.06% in 2024 Q4. The latest visible filing shows VB at 0.06% 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 Crumly & Associates Inc.'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
2026 Q1

VB was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Crumly & Associates Inc. held VB β€” position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,025 +55 +5.7% 0.06% $268K 2026-05-15 (Est.) $265.51
2025 Q4 UNCHANGED 970 β€” 0% 0.05% $250K 2026-01-14 $272.06
2025 Q3 REDUCED 970 -2 -0.2% 0.05% $247K 2025-11-03 $252.57
2025 Q2 ADDED 972 +2 +0.2% 0.06% $230K 2025-07-02 $239.20
2025 Q1 UNCHANGED 970 β€” 0% 0.06% $215K 2025-04-22 $204.82
2024 Q4 REDUCED 970 -327 -25.2% 0.06% $233K 2025-02-03 $242.26
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and VB

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

How long has Crumly & Associates Inc. reported owning VB?

Crumly & Associates Inc. reported VB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VB position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for VB was 0.06% in 2024 Q4.

What is the latest reported VB position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 1,025 shares, equal to 0.06% of portfolio, with an estimated market value of $268K.

What does the chart on this VB ownership page compare?

The chart compares Crumly & Associates Inc.'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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