Franklin, Parlapiano, Turner & Welch, LLC VB — VANGUARD SMALL-CAP INDEX FUND

Ownership history in Franklin, Parlapiano, Turner & Welch, LLC  ·  39 quarters on record

AI Ownership Summary

Franklin, Parlapiano, Turner & Welch, LLC reported VANGUARD SMALL-CAP INDEX FUND (VB) in 39 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.23% in 2026 Q2. The latest visible filing shows VB at 0.21% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Franklin, Parlapiano, Turner & Welch, LLC's position in VANGUARD SMALL-CAP INDEX FUND, 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 Q3

VB was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2026 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q3

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.

VB stock page Franklin, Parlapiano, Turner & Welch, LLC fund profile Franklin, Parlapiano, Turner & Welch, LLC full holdings
How Franklin, Parlapiano, Turner & Welch, LLC held VB — position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 3,345 — 0% 0.21% $952K 2026-10-30 $nan
2026 Q2 UNCHANGED — — — 3,345 — 0% 0.23% $1.0M 2026-07-09 $297.80
2026 Q1 UNCHANGED — — — 3,345 — 0% 0.23% $947K 2026-04-24 $281.73
2025 Q4 UNCHANGED — — — 3,345 — 0% 0.23% $922K 2026-01-22 $274.99
2025 Q3 UNCHANGED — — — 3,345 — 0% 0.21% $851K 2025-10-23 $253.67
2025 Q2 UNCHANGED — — — 3,345 — 0% 0.21% $793K 2025-07-25 $242.69
2025 Q1 UNCHANGED — — — 3,345 — 0% 0.20% $742K 2025-04-25 $210.59
2024 Q4 UNCHANGED — — — 3,345 — 0% 0.22% $804K 2025-01-23 $246.24
2024 Q3 UNCHANGED — — — 3,345 — 0% 0.21% $793K 2024-10-22 $231.74
2024 Q2 UNCHANGED — — — 3,345 — 0% 0.20% $729K 2024-07-31 $226.40
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VB

As of 2026 Q3 — sorted by position size

BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.23% Gibraltar Capital Management, Inc. 3Y 7Y 11.84% Frisco Financial Planning LLC 11.68% Koesten, Hirschmann & Crabtree, INC. 3Y 11.2% BCK Partners, Inc. 3Y 11.07% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.86% BURRUS FINANCIAL SERVICES, INC. 10.06% Whelan Financial 3Y 10.06% Ballast, Inc. 3Y 7Y 10.03% MBE Wealth Management, LLC 3Y 9.83%

FAQ About Franklin, Parlapiano, Turner & Welch, 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 Franklin, Parlapiano, Turner & Welch, LLC reported owning VB?

Franklin, Parlapiano, Turner & Welch, LLC reported VB across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported VB position in Franklin, Parlapiano, Turner & Welch, LLC's portfolio?

The largest reported portfolio weight for VB was 0.23% in 2026 Q2.

What is the latest reported VB position on this page?

The most recent filing on this page is 2026 Q3, when Franklin, Parlapiano, Turner & Welch, LLC reported 3,345 shares, equal to 0.21% of portfolio, with an estimated market value of $952K.

What does the chart on this VB ownership page compare?

The chart compares Franklin, Parlapiano, Turner & Welch, 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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