VBR VANGUARD INDEX FDS

Ownership history in E&G Advisors, LP  ·  38 quarters on record

AI Ownership Summary

E&G Advisors, LP reported VANGUARD INDEX FDS (VBR) in 38 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.26% in 2023 Q4. The latest visible filing shows VBR at 1.15% 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, LP'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
2025 Q4

VBR was reported at 1.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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.

How E&G Advisors, LP held VBR — position size vs. price
% of Fund (quarterly)    VBR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 24,237 +180 +0.7% 1.15% $5.1M 2026-02-14 (Est.) $229.99
2025 Q3 ADDED 24,057 +271 +1.1% 1.17% $5.0M 2025-10-21 $206.80
2025 Q2 ADDED 23,786 +391 +1.7% 1.20% $4.6M 2025-07-14 $198.68
2025 Q1 ADDED 23,395 +737 +3.3% 1.23% $4.4M 2025-04-23 $172.74
2024 Q4 ADDED 22,658 +2,914 +14.8% 1.22% $4.5M 2025-01-24 $201.28
2024 Q3 ADDED 19,744 +70 +0.4% 1.10% $4.0M 2024-10-18 $198.64
2024 Q2 REDUCED 19,674 -133 -0.7% 1.06% $3.6M 2024-07-18 $185.90
2024 Q1 ADDED 19,807 +38 +0.2% 1.19% $3.8M 2024-04-19 $171.91
2023 Q4 ADDED 19,769 +242 +1.2% 1.26% $3.6M 2024-01-25 $169.43
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About E&G Advisors, LP 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, LP reported owning VBR?

E&G Advisors, LP reported VBR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for VBR was 1.26% in 2023 Q4.

What is the latest reported VBR position on this page?

The most recent filing on this page is 2025 Q4, when E&G Advisors, LP reported 24,237 shares, equal to 1.15% of portfolio, with an estimated market value of $5.1M.

What does the chart on this VBR ownership page compare?

The chart compares E&G Advisors, LP'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.

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