VB — VANGUARD INDEX FDS

Ownership history in MARSHALL FINANCIAL GROUP INC /ADV  ·  28 quarters on record

AI Ownership Summary

MARSHALL FINANCIAL GROUP INC /ADV reported VANGUARD INDEX FDS (VB) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 6.2% in 2023 Q4. The latest visible filing shows VB at 5.72% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARSHALL FINANCIAL GROUP INC /ADV'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
2025 Q3

VB was reported at 5.72% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.2% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 MARSHALL FINANCIAL GROUP INC /ADV fund profile MARSHALL FINANCIAL GROUP INC /ADV full holdings
How MARSHALL FINANCIAL GROUP INC /ADV 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 81,738 +748 +0.9% 5.72% $20.8M 2025-11-14 (Est.) $247.99
2025 Q2 REDUCED 80,990 -705 -0.9% 5.75% $19.2M 2025-08-05 $238.88
2025 Q1 REDUCED 81,695 -845 -1.0% 5.70% $18.1M 2025-05-01 $213.98
2024 Q4 REDUCED 82,540 -1,097 -1.3% 6.06% $19.8M 2025-01-24 $247.36
2024 Q3 ADDED 83,637 +1,167 +1.4% 5.99% $19.8M 2024-11-04 $231.82
2024 Q2 ADDED 82,470 +492 +0.6% 5.84% $18.0M 2024-08-09 $214.83
2024 Q1 ADDED 81,978 +644 +0.8% 6.18% $18.7M 2024-05-09 $217.16
2023 Q4 ADDED 81,334 +2,782 +3.5% 6.20% $17.4M 2024-02-08 $205.59
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VB

As of 2026 Q1 — sorted by position size

Gibraltar Capital Management, Inc. 3Y 7Y 12.63% Koesten, Hirschmann & Crabtree, INC. 3Y 11.19% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.81% White Wing Wealth Management 8.72% McClarren Financial Advisors, Inc. 3Y 8.64% ATMOS ADVISORY, LLC 3Y 8.54% Heartwood Wealth Advisors LLC 3Y 8.48% Plus Group Wealth Advisors LLC 8.45% FIDUCIARY ADVISORS, INC. 8.22% Scott Capital Advisors, LLC 3Y 7.47%

FAQ About MARSHALL FINANCIAL GROUP INC /ADV and VB

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

How long has MARSHALL FINANCIAL GROUP INC /ADV reported owning VB?

MARSHALL FINANCIAL GROUP INC /ADV reported VB across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VB position in MARSHALL FINANCIAL GROUP INC /ADV's portfolio?

The largest reported portfolio weight for VB was 6.20% in 2023 Q4.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q3, when MARSHALL FINANCIAL GROUP INC /ADV reported 81,738 shares, equal to 5.72% of portfolio, with an estimated market value of $20.8M.

What does the chart on this VB ownership page compare?

The chart compares MARSHALL FINANCIAL GROUP INC /ADV'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.

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