Integrity Wealth Solutions LLC VBK — VANGUARD INDEX FDS

Ownership history in Integrity Wealth Solutions LLC  ·  10 quarters on record

AI Ownership Summary

Integrity Wealth Solutions LLC reported VANGUARD INDEX FDS (VBK) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.24% in 2024 Q1. The latest visible filing shows VBK at 0.94% 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 Integrity Wealth Solutions 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

VBK was reported at 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.24% in 2024 Q1

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

Time in book
Holding Window
2023 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.

VBK stock page Integrity Wealth Solutions LLC fund profile Integrity Wealth Solutions LLC full holdings
How Integrity Wealth Solutions LLC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 7,941 +57 +0.7% 0.94% $2.4M 2026-05-04 $337.94
2025 Q4 ADDED — — — 7,884 +67 +0.9% 0.94% $2.4M 2026-02-02 $314.51
2025 Q3 ADDED — — — 7,817 +130 +1.7% 1.04% $2.3M 2025-11-06 $295.21
2025 Q2 REDUCED 5.1% +7.9% ❌ 7,687 -415 -5.1% 1.04% $2.1M 2025-08-05 $280.15
2025 Q1 ADDED — — — 8,102 +931 +13.0% 1.11% $2.0M 2025-04-22 $234.82
2024 Q4 REDUCED — — — 7,171 -343 -4.6% 1.12% $2.0M 2025-01-22 $292.67
2024 Q3 ADDED — — — 7,514 +22 +0.3% 1.17% $2.0M 2024-10-21 $269.18
2024 Q2 ADDED — — — 7,492 +186 +2.5% 1.22% $1.9M 2024-07-26 $258.38
2024 Q1 ADDED — — — 7,306 +84 +1.2% 1.24% $1.9M 2024-04-18 $236.22
2023 Q4 INITIATED — — — 7,222 — — 1.21% $1.7M 2024-02-08 $240.53

🏢 Other funds also holding VBK

As of 2026 Q1 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 8.87% Gladwyn Financial Advisors, Inc. 7.62% Cohen Klingenstein LLC 3Y 7Y 6.47% Strategic Wealth Advisors LLC 5.74% Fee-Only Financial Planning, L.C. 3Y 5.44% Brickley Wealth Management 3Y 7Y 5.23% Forbes Financial Planning, Inc. 3Y 5.22% Whitaker-Myers Wealth Managers, LTD. 3Y 4.54% Clear Retirement Advice LLC 4.41% Rodgers & Associates, LTD 3Y 4.3%

FAQ About Integrity Wealth Solutions LLC and VBK

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

How long has Integrity Wealth Solutions LLC reported owning VBK?

Integrity Wealth Solutions LLC reported VBK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VBK position in Integrity Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for VBK was 1.24% in 2024 Q1.

What is the latest reported VBK position on this page?

The most recent filing on this page is 2026 Q1, when Integrity Wealth Solutions LLC reported 7,941 shares, equal to 0.94% of portfolio, with an estimated market value of $2.4M.

What does the chart on this VBK ownership page compare?

The chart compares Integrity Wealth Solutions LLC'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 Integrity Wealth Solutions LLC time their VBK position?

Based on 13F filing dates vs. subsequent VBK price moves, Integrity Wealth Solutions LLC correctly timed 7 out of 9 reported position changes (78%). The annualised alpha on VBK relative to SPY over the holding period was -2.3%.

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