VBK — VANGUARD INDEX FDS

Ownership history in HOWE & RUSLING INC  ·  5 quarters on record

This page tracks every 13F SEC filing in which HOWE & RUSLING INC 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
0.01% (2022 Q1)
Avg. % of fund
0.01%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 59 -434 -88.0% 0.00% $18K $297.25
2022 Q3 UNCHANGED 493 — 0% 0.01% $96K $191.05
2022 Q2 UNCHANGED 493 — 0% 0.01% $97K $192.53
2022 Q1 ADDED 493 +439 +813.0% 0.01% $122K $242.16
2018 Q4 INITIATED 54 — — 0.00% $8K $144.76
% 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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