VB β€” VANGUARD INDEX FDS

Ownership history in FLYWHEEL PRIVATE WEALTH LLC  Β·  6 quarters on record

AI Ownership Summary

FLYWHEEL PRIVATE WEALTH LLC reported VANGUARD INDEX FDS (VB) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2024 Q4. The latest visible filing shows VB at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FLYWHEEL PRIVATE WEALTH LLC's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VB was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FLYWHEEL PRIVATE WEALTH LLC held VB β€” position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,572 β€” 0% 0.38% $674K 2026-04-16 $279.57
2025 Q4 UNCHANGED 2,572 β€” 0% 0.41% $663K 2026-01-14 $272.06
2025 Q3 REDUCED 2,572 -72 -2.7% 0.51% $654K 2025-10-14 $253.75
2025 Q2 REDUCED 2,644 -480 -15.4% 0.50% $626K 2025-07-17 $241.12
2025 Q1 REDUCED 3,124 -106 -3.3% 0.63% $693K 2025-04-15 $204.93
2024 Q4 INITIATED 3,230 β€” β€” 0.71% $776K 2025-01-14 $238.13

FAQ About FLYWHEEL PRIVATE WEALTH LLC and VB

These are the practical questions this page is built to answer before you even open the full history table.

How long has FLYWHEEL PRIVATE WEALTH LLC reported owning VB?

FLYWHEEL PRIVATE WEALTH LLC reported VB across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VB position in FLYWHEEL PRIVATE WEALTH LLC's portfolio?

The largest reported portfolio weight for VB was 0.71% in 2024 Q4.

What is the latest reported VB position on this page?

The most recent filing on this page is 2026 Q1, when FLYWHEEL PRIVATE WEALTH LLC reported 2,572 shares, equal to 0.38% of portfolio, with an estimated market value of $674K.

What does the chart on this VB ownership page compare?

The chart compares FLYWHEEL PRIVATE WEALTH LLC's quarterly VB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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