VBR — VANGUARD INDEX FDS

Ownership history in Efficient Advisors, LLC  ·  57 quarters on record

This page tracks every 13F SEC filing in which Efficient 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
9.23% (2022 Q4)
Avg. % of fund
7.25%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
57
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 567,985 -47,437 -7.7% 7.02% $120.3M $211.79
2025 Q3 ADDED 615,422 +4,733 +0.8% 7.24% $128.4M $207.69
2025 Q2 ADDED 610,689 +41,321 +7.3% 7.09% $119.1M $193.19
2025 Q1 ADDED 569,368 +16,849 +3.0% 6.43% $106.1M $183.70
53 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VBR price (monthly, adj. close)

Other funds also holding VBR

As of 2025 Q4 — sorted by position size

Mokosak Advisory Group, LLC 3Y 7Y 17.19% Opal Wealth Advisors, LLC 3Y 10.65% ASPIRIANT, LLC 3Y 7Y 9.86% BHK Investment Advisors, LLC 3Y 7Y 9.15% 25 LLC 8.92% Marmo Financial Group, LLC 3Y 8.54% Silver Coast Investments LLC 7.64% Gladwyn Financial Advisors, Inc. 7.54% Family CFO Inc 3Y 7.25% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 6.93%
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