VBK — VANGUARD INDEX FDS

Ownership history in Essential Planning, LLC.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Essential Planning, LLC. reported a position in VANGUARD INDEX FDS (VBK). 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
2.36% (2022 Q4)
Avg. % of fund
2.01%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,203 -58 -0.4% 1.56% $4.9M $302.11
2025 Q3 REDUCED 16,261 -602 -3.6% 1.67% $4.8M $297.25
2025 Q2 REDUCED 16,863 -107 -0.6% 1.74% $4.7M $276.19
2025 Q1 REDUCED 16,970 -1,092,439 -98.5% 1.72% $4.3M $250.70
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VBK price (monthly, adj. close)

Other funds also holding VBK

As of 2025 Q4 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 9.09% Battery Global Advisors, LLC 8.51% Gladwyn Financial Advisors, Inc. 7.55% Vawter Financial, Ltd. 6.76% Cohen Klingenstein LLC 3Y 7Y 6.14% Fee-Only Financial Planning, L.C. 3Y 5.29% Brickley Wealth Management 3Y 7Y 5.13% Forbes Financial Planning, Inc. 3Y 4.95% American Financial Advisors, LLC 3Y 7Y 4.72% Whitaker-Myers Wealth Managers, LTD. 4.54%
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