VB — VANGUARD INDEX FDS

Ownership history in FIDELIS iM, LLC · 18 quarters on record

This page tracks every 13F SEC filing in which FIDELIS iM, LLC reported a position in VANGUARD INDEX FDS (VB). 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

1.49% (2022 Q1)

Avg. % of fund

0.75%

First filed

2021 Q3

Last filed

2025 Q4

Quarters held

18

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	UNCHANGED	5,200	—	0%	0.52%	$1.3M	$257.95
2025 Q3	UNCHANGED	5,200	—	0%	0.71%	$1.1M	$253.38
2025 Q2	UNCHANGED	5,200	—	0%	0.55%	$1.2M	$235.40
2025 Q1	UNCHANGED	5,200	—	0%	0.53%	$1.2M	$219.54

% of Fund (quarterly) VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%

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