VB — VANGUARD INDEX FDS

Ownership history in Intelligence Driven Advisers, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Intelligence Driven Advisers, LLC reported a position in VANGUARD INDEX FDS (VB). 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
4.76% (2020 Q3)
Avg. % of fund
1.83%
First filed
2020 Q3
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 948 -83 -8.1% 0.03% $241K $253.38
2025 Q2 ADDED 1,031 +71 +7.4% 0.04% $244K $235.40
2025 Q1 REDUCED 960 -52 -5.1% 0.04% $213K $219.54
2024 Q4 REDUCED 1,012 -4,506 -81.7% 0.05% $243K $236.92
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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