KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT VB — VANGUARD INDEX FDS

Ownership history in KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT  ·  8 quarters on record

AI Ownership Summary

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported VANGUARD INDEX FDS (VB) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q2. Peak portfolio weight reached 0.3% in 2024 Q3. The latest visible filing shows VB at 0.19% 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 VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT'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 Q2

VB was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q2

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.

VB stock page KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT fund profile KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT full holdings
How KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held VB — position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,195 -203 -8.5% 0.19% $665K 2026-07-24 $295.32
2026 Q1 REDUCED — — — 2,398 -12 -0.5% 0.21% $628K 2026-05-04 $282.55
2025 Q4 ADDED — — — 2,410 +16 +0.7% 0.22% $622K 2026-01-27 $272.23
2025 Q3 REDUCED — — — 2,394 -62 -2.5% 0.22% $609K 2025-10-29 $252.92
2025 Q2 ADDED — — — 2,456 +404 +19.7% 0.23% $582K 2025-07-28 $242.42
2025 Q1 REDUCED — — — 2,052 -20 -1.0% 0.21% $455K 2025-05-12 $227.87
2024 Q4 REDUCED 20.0% -7.3% ✅ 2,072 -519 -20.0% 0.23% $498K 2025-01-14 $237.42
2024 Q3 INITIATED — — — 2,591 — — 0.30% $615K 2024-10-09 $230.55

🏢 Other funds also holding VB

As of 2026 Q2 — sorted by position size

Investments & Financial Planning, LLC 3Y 21.46% Brown Financial Advisory 3Y 18.72% Aufman Associates Inc 3Y 17.04% Gibraltar Capital Management, Inc. 3Y 7Y 13.1% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.85% Frisco Financial Planning LLC 12.23% BCK Partners, Inc. 3Y 11.76% Koesten, Hirschmann & Crabtree, INC. 3Y 11.71% MilWealth Group LLC 3Y 11.2% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 11.11%

FAQ About KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT and VB

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

How long has KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported owning VB?

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported VB across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported VB position in KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for VB was 0.30% in 2024 Q3.

What is the latest reported VB position on this page?

The most recent filing on this page is 2026 Q2, when KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT reported 2,195 shares, equal to 0.19% of portfolio, with an estimated market value of $665K.

What does the chart on this VB ownership page compare?

The chart compares KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT's quarterly VB 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 KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT time their VB position?

Based on 13F filing dates vs. subsequent VB price moves, KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on VB relative to SPY over the holding period was +628.5%.

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