Michelson Medical Research Foundation, Inc. VB — VANGUARD INDEX FDS

Ownership history in Michelson Medical Research Foundation, Inc.  ·  11 quarters on record

AI Ownership Summary

Michelson Medical Research Foundation, Inc. reported VANGUARD INDEX FDS (VB) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.55% in 2024 Q2. The latest visible filing shows VB at 2.93% 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 Michelson Medical Research Foundation, Inc.'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

VB was reported at 2.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.55% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 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.

VB stock page Michelson Medical Research Foundation, Inc. fund profile Michelson Medical Research Foundation, Inc. full holdings
How Michelson Medical Research Foundation, Inc. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 11,010 — 0% 2.93% $2.9M 2026-05-15 $280.98
2025 Q4 UNCHANGED — — — 11,010 — 0% 2.85% $2.8M 2026-02-17 $274.19
2025 Q3 UNCHANGED — — — 11,010 — 0% 2.43% $2.8M 2025-11-14 $247.26
2025 Q2 UNCHANGED — — — 11,010 — 0% 2.50% $2.6M 2025-08-14 $243.58
2025 Q1 UNCHANGED — — — 11,010 — 0% 2.04% $2.4M 2025-05-15 $228.38
2024 Q4 REDUCED 41.8% -7.3% ✅ 11,010 -7,900 -41.8% 2.22% $2.6M 2025-02-14 $242.85
2024 Q3 UNCHANGED — — — 18,910 — 0% 3.16% $4.5M 2024-11-14 $243.09
2024 Q2 UNCHANGED — — — 18,910 — 0% 3.55% $4.1M 2024-08-14 $215.54
2024 Q1 UNCHANGED — — — 18,910 — 0% 2.62% $4.3M 2024-05-15 $219.93
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VB

As of 2026 Q2 — sorted by position size

Brown Financial Advisory 3Y 18.72% 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% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 11.11% MPS Loria Financial Planners, LLC 3Y 7Y 11.03% BURRUS FINANCIAL SERVICES, INC. 10.97% Whelan Financial 3Y 10.7%

FAQ About Michelson Medical Research Foundation, Inc. and VB

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

How long has Michelson Medical Research Foundation, Inc. reported owning VB?

Michelson Medical Research Foundation, Inc. reported VB across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported VB position in Michelson Medical Research Foundation, Inc.'s portfolio?

The largest reported portfolio weight for VB was 3.55% in 2024 Q2.

What is the latest reported VB position on this page?

The most recent filing on this page is 2026 Q1, when Michelson Medical Research Foundation, Inc. reported 11,010 shares, equal to 2.93% of portfolio, with an estimated market value of $2.9M.

What does the chart on this VB ownership page compare?

The chart compares Michelson Medical Research Foundation, Inc.'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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