VB — VANGUARD INDEX FDS

Ownership history in EARNED WEALTH ADVISORS, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which EARNED WEALTH ADVISORS, 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
1.45% (2025 Q3)
Avg. % of fund
0.84%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 40,635 +6,018 +17.4% 1.12% $10.5M $257.95
2025 Q3 ADDED 34,617 +6,025 +21.1% 1.45% $8.8M $253.38
2025 Q2 ADDED 28,592 +8,073 +39.3% 1.33% $6.8M $235.40
2025 Q1 ADDED 20,519 +19,624 +2192.6% 1.00% $4.6M $219.54
2024 Q4 ADDED 895 +202 +29.1% 0.07% $215K $236.92
2024 Q3 INITIATED 693 — — 0.05% $164K $233.03
% 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%
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