VBK VANGUARD INDEX FDS

Ownership history in Jentner Corp  ·  35 quarters on record

This page tracks every 13F SEC filing in which Jentner Corp 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
25.26% (2019 Q4)
Avg. % of fund
17.13%
First filed
2016 Q4
Last filed
2025 Q2
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 102,457 +2,637 +2.6% 7.60% $28.4M $276.19
2025 Q1 REDUCED 99,820 -3,158 -3.1% 7.52% $25.1M $250.70
2024 Q4 REDUCED 102,978 -1,369 -1.3% 8.40% $28.8M $278.45
2024 Q3 ADDED 104,347 +9 +0.0% 8.54% $27.9M $265.46
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VBK price (monthly, adj. close)
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