E&G Advisors, LLC VBR — VANGUARD INDEX FDS

Ownership history in E&G Advisors, LLC  ·  40 quarters on record

AI Ownership Summary

E&G Advisors, LLC reported VANGUARD INDEX FDS (VBR) in 40 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.23% in 2025 Q1. The latest visible filing shows VBR at 1.18% 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 VBR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E&G Advisors, LLC'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 Q2

VBR was reported at 1.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.23% in 2025 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

VBR stock page E&G Advisors, LLC fund profile E&G Advisors, LLC full holdings
How E&G Advisors, LLC held VBR — position size vs. price
% of Fund (quarterly)    VBR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 25,194 -32 -0.1% 1.18% $6.1M 2026-07-23 $242.07
2026 Q1 ADDED — — — 25,226 +989 +4.1% 1.22% $5.5M 2026-04-21 $230.94
2025 Q4 ADDED — — — 24,237 +180 +0.7% 1.15% $5.1M 2026-01-23 $222.14
2025 Q3 ADDED — — — 24,057 +271 +1.1% 1.17% $5.0M 2025-10-21 $205.88
2025 Q2 ADDED — — — 23,786 +391 +1.7% 1.20% $4.6M 2025-07-14 $197.78
2025 Q1 ADDED — — — 23,395 +737 +3.3% 1.23% $4.4M 2025-04-23 $171.97
2024 Q4 ADDED — — — 22,658 +2,914 +14.8% 1.22% $4.5M 2025-01-24 $200.38
2024 Q3 ADDED — — — 19,744 +70 +0.4% 1.10% $4.0M 2024-10-18 $197.75
2024 Q2 REDUCED — — — 19,674 -133 -0.7% 1.06% $3.6M 2024-07-18 $185.06
2024 Q1 ADDED — — — 19,807 +38 +0.2% 1.19% $3.8M 2024-04-19 $171.14
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VBR

As of 2026 Q2 — sorted by position size

Grove Street Fiduciary, LLC 13.85% ASPIRIANT, LLC 3Y 7Y 10.47% Opal Wealth Advisors, LLC 3Y 10.47% JBGlobal.com LLC 8.98% Financial Advisory Corp 8.33% Gladwyn Financial Advisors, Inc. 7.94% FLYWHEEL PRIVATE WEALTH LLC 7.72% WALLER FINANCIAL PLANNING GROUP, INC 3Y 7Y 7.34% Rodgers & Associates, LTD 3Y 7.11% Forbes Financial Planning, Inc. 3Y 7.01%

FAQ About E&G Advisors, LLC and VBR

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

How long has E&G Advisors, LLC reported owning VBR?

E&G Advisors, LLC reported VBR across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VBR position in E&G Advisors, LLC's portfolio?

The largest reported portfolio weight for VBR was 1.23% in 2025 Q1.

What is the latest reported VBR position on this page?

The most recent filing on this page is 2026 Q2, when E&G Advisors, LLC reported 25,194 shares, equal to 1.18% of portfolio, with an estimated market value of $6.1M.

What does the chart on this VBR ownership page compare?

The chart compares E&G Advisors, LLC's quarterly VBR 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.

How well did E&G Advisors, LLC time their VBR position?

Based on 13F filing dates vs. subsequent VBR price moves, E&G Advisors, LLC correctly timed 25 out of 39 reported position changes (64%). The annualised alpha on VBR relative to SPY over the holding period was -4.0%.

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