Focus Financial Network, Inc. VBK VANGUARD INDEX FDS

Ownership history in Focus Financial Network, Inc.  ·  9 quarters on record

AI Ownership Summary

Focus Financial Network, Inc. reported VANGUARD INDEX FDS (VBK) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.51% in 2026 Q1. The latest visible filing shows VBK at 0.51% 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 VBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Focus Financial Network, Inc.'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

VBK was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 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 Focus Financial Network, Inc. held VBK — position size vs. price
% of Fund (quarterly)    VBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 46,866 +1,068 +2.3% 0.51% $14.2M 2026-04-14 $326.76
2025 Q4 ADDED 45,798 +1,439 +3.2% 0.48% $13.8M 2026-01-12 $321.53
2025 Q3 ADDED 44,359 +14,561 +48.9% 0.47% $13.2M 2025-10-10 $293.99
2025 Q2 ADDED 29,798 +1,159 +4.0% 0.33% $8.3M 2025-07-10 $282.24
2025 Q1 ADDED 28,639 +427 +1.5% 0.29% $7.2M 2025-04-15 $237.20
2024 Q4 REDUCED 28,212 -180 -0.6% 0.31% $7.9M 2025-01-29 $288.88
2024 Q3 ADDED 28,392 +26,265 +1234.8% 0.31% $7.6M 2024-10-28 $269.29
2024 Q2 REDUCED 92.5% +7.0% 2,127 -26,123 -92.5% 0.04% $320K 2024-07-24 $251.87
2024 Q1 INITIATED 28,250 0.33% $6.7M 2024-04-24 $241.50

FAQ About Focus Financial Network, Inc. and VBK

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

How long has Focus Financial Network, Inc. reported owning VBK?

Focus Financial Network, Inc. reported VBK across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VBK position in Focus Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for VBK was 0.51% in 2026 Q1.

What is the latest reported VBK position on this page?

The most recent filing on this page is 2026 Q1, when Focus Financial Network, Inc. reported 46,866 shares, equal to 0.51% of portfolio, with an estimated market value of $14.2M.

What does the chart on this VBK ownership page compare?

The chart compares Focus Financial Network, Inc.'s quarterly VBK 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.

How well did Focus Financial Network, Inc. time their VBK position?

Based on 13F filing dates vs. subsequent VBK price moves, Focus Financial Network, Inc. correctly timed 7 out of 8 reported position changes (88%). The annualised alpha on VBK relative to SPY over the holding period was -2.0%.

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