VB VANGUARD INDEX FDS

Ownership history in Drucker Wealth 3.0, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Drucker Wealth 3.0, 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
4.26% (2025 Q2)
Avg. % of fund
2.81%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 73,093 +977 +1.4% 3.31% $18.9M $257.95
2025 Q3 REDUCED 72,116 -18,437 -20.4% 3.26% $18.3M $253.38
2025 Q2 ADDED 90,553 +10,416 +13.0% 4.26% $22.1M $235.40
2025 Q1 ADDED 80,137 +48,798 +155.7% 3.91% $17.8M $219.54
2024 Q4 UNCHANGED 31,339 0% 1.79% $7.4M $236.92
2024 Q3 ADDED 31,339 +7,467 +31.3% 1.79% $7.4M $233.03
2024 Q2 INITIATED 23,872 1.38% $5.2M
% of Fund (quarterly)    VB price (monthly, adj. close)
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