VB — VANGUARD INDEX FDS

Ownership history in FinDec Wealth Services, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which FinDec Wealth Services, Inc. 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
4.8% (2025 Q3)
Avg. % of fund
2.8%
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 17,260 -968 -5.3% 4.77% $4.5M $257.95
2025 Q3 REDUCED 18,228 -709 -3.7% 4.80% $4.6M $253.38
2025 Q2 REDUCED 18,937 -1,453 -7.1% 4.69% $4.5M $235.40
2025 Q1 ADDED 20,390 +12,210 +149.3% 4.47% $4.5M $219.54
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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