VBR VANGUARD INDEX FDS

Ownership history in Echo45 Advisors LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Echo45 Advisors LLC reported a position in VANGUARD INDEX FDS (VBR). 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
2.15% (2024 Q1)
Avg. % of fund
1.78%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,639 +548 +3.2% 2.13% $3.7M $211.79
2025 Q3 ADDED 17,091 +485 +2.9% 2.09% $3.6M $207.69
2025 Q2 ADDED 16,606 +394 +2.4% 2.04% $3.2M $193.19
2025 Q1 ADDED 16,212 +244 +1.5% 2.02% $3.0M $183.70
2024 Q4 ADDED 15,968 +1,285 +8.8% 2.09% $3.2M $194.15
2024 Q3 ADDED 14,683 +616 +4.4% 1.92% $2.9M $195.62
2024 Q2 REDUCED 14,067 -1,537 -9.9% 1.80% $2.6M $177.05
2024 Q1 ADDED 15,604 +118 +0.8% 2.15% $3.0M $185.09
2023 Q4 ADDED 15,486 +1,603 +11.5% 2.14% $2.8M $172.73
2023 Q3 ADDED 13,883 +11 +0.1% 1.88% $2.2M $152.08
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VBR price (monthly, adj. close)
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