VBR VANGUARD INDEX FDS

Ownership history in EWG Elevate Inc.  ·  7 quarters on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. 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
0.62% (2025 Q2)
Avg. % of fund
0.54%
First filed
2023 Q4
Last filed
2025 Q2
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 10,323 +2,128 +26.0% 0.62% $2.0M $193.19
2025 Q1 ADDED 8,195 +373 +4.8% 0.57% $1.5M $183.70
2024 Q4 ADDED 7,822 +151 +2.0% 0.47% $1.6M $194.15
2024 Q3 ADDED 7,671 +141 +1.9% 0.62% $1.5M $195.62
2024 Q2 ADDED 7,530 +914 +13.8% 0.50% $1.4M $177.05
2024 Q1 ADDED 6,616 +6 +0.1% 0.48% $1.3M $185.09
2023 Q4 INITIATED 6,610 0.49% $1.2M
% of Fund (quarterly)    VBR price (monthly, adj. close)
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