VXF β€” VANGUARD INDEX FDS

Ownership history in L.K. Benson & Company, P.C.  Β·  6 quarters on record

AI Ownership Summary

L.K. Benson & Company, P.C. reported VANGUARD INDEX FDS (VXF) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.35% in 2025 Q3. The latest visible filing shows VXF at 1.44% 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 VXF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was L.K. Benson & Company, P.C.'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

VXF was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.35% in 2025 Q3

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

Time in book
Holding Window
2024 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.

How L.K. Benson & Company, P.C. held VXF β€” position size vs. price
% of Fund (quarterly)    VXF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 21,172 +1,438 +7.3% 1.44% $4.4M 2026-04-21 $225.92
2025 Q4 REDUCED 19,734 -1,060 -5.1% 2.07% $4.1M 2026-02-06 $217.27
2025 Q3 ADDED 20,794 +3,366 +19.3% 2.35% $4.4M 2025-11-05 $207.99
2025 Q2 ADDED 17,428 +436 +2.6% 2.06% $3.4M 2025-07-23 $199.05
2025 Q1 REDUCED 16,992 -248 -1.4% 2.03% $2.9M 2025-04-25 $168.00
2024 Q4 INITIATED 17,240 β€” β€” 2.31% $3.3M 2025-02-11 $195.21

FAQ About L.K. Benson & Company, P.C. and VXF

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

How long has L.K. Benson & Company, P.C. reported owning VXF?

L.K. Benson & Company, P.C. reported VXF across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VXF position in L.K. Benson & Company, P.C.'s portfolio?

The largest reported portfolio weight for VXF was 2.35% in 2025 Q3.

What is the latest reported VXF position on this page?

The most recent filing on this page is 2026 Q1, when L.K. Benson & Company, P.C. reported 21,172 shares, equal to 1.44% of portfolio, with an estimated market value of $4.4M.

What does the chart on this VXF ownership page compare?

The chart compares L.K. Benson & Company, P.C.'s quarterly VXF 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.

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