VBK — VANGUARD INDEX FDS

Ownership history in Fluent Financial, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Fluent Financial, 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
1.94% (2024 Q4)
Avg. % of fund
1.47%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,193 +2,381 +24.3% 1.40% $3.7M $302.11
2025 Q1 REDUCED 9,812 -5,845 -37.3% 1.08% $2.5M $250.70
2024 Q4 INITIATED 15,657 — — 1.94% $4.4M $278.45
% 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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