Ownership history in MBE Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which MBE Wealth Management, LLC reported a position in VANGUARD INDEX FDS (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 100,952 | +1,825 | +1.8% | 10.90% | $26.0M | $257.95 |
| 2025 Q3 | REDUCED | 99,127 | -1,604 | -1.6% | 10.90% | $25.2M | $253.38 |
| 2025 Q2 | ADDED | 100,731 | +4,389 | +4.6% | 10.38% | $23.9M | $235.40 |
| 2025 Q1 | REDUCED | 96,342 | -17,234 | -15.2% | 10.22% | $21.4M | $219.54 |
| 2024 Q4 | REDUCED | 113,576 | -3,394 | -2.9% | 15.37% | $27.3M | $236.92 |
| 2024 Q3 | ADDED | 116,970 | +26 | +0.0% | 15.31% | $27.7M | $233.03 |
| 2024 Q2 | ADDED | 116,944 | +1,514 | +1.3% | 15.44% | $25.5M | $213.56 |
| 2024 Q1 | REDUCED | 115,430 | -38,405 | -25.0% | 16.29% | $26.4M | $223.02 |
| 2023 Q4 | ADDED | 153,835 | +1,657 | +1.1% | 16.80% | $32.8M | $207.51 |
| 2023 Q3 | ADDED | 152,178 | +3,914 | +2.6% | 16.52% | $28.8M | $182.97 |
As of 2025 Q4 — sorted by position size