VB Vanguard Small Cap Index Fd

Ownership history in Intrinsic Value Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Intrinsic Value Partners, LLC reported a position in Vanguard Small Cap Index Fd (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
2.03% (2025 Q4)
Avg. % of fund
1.42%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 10,485 +1,057 +11.2% 2.03% $2.7M $257.95
2025 Q3 REDUCED 9,428 -100 -1.0% 1.94% $2.4M $253.38
2025 Q2 ADDED 9,528 +1,443 +17.8% 2.01% $2.3M $235.40
2025 Q1 ADDED 8,085 +1,050 +14.9% 1.77% $1.8M $219.54
2024 Q4 REDUCED 7,035 -150 -2.1% 1.70% $1.7M $236.92
2024 Q3 ADDED 7,185 +4,900 +214.4% 1.71% $1.7M $233.03
2024 Q2 ADDED 2,285 +5 +0.2% 0.52% $498K $213.56
2024 Q1 UNCHANGED 2,280 0% 0.56% $521K $223.02
2023 Q4 INITIATED 2,280 0.57% $486K
% of Fund (quarterly)    VB price (monthly, adj. close)
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