VB — VANGUARD INDEX FDS

Ownership history in MilWealth Group LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which MilWealth Group 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.

Peak position
15.14% (2023 Q1)
Avg. % of fund
11.55%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 172,321 +1,926 +1.1% 10.58% $44.5M $257.95
2025 Q3 ADDED 170,395 +649 +0.4% 10.56% $43.3M $253.38
2025 Q2 ADDED 169,746 +4,090 +2.5% 10.36% $40.2M $235.40
2025 Q1 ADDED 165,656 +411 +0.2% 10.12% $36.7M $219.54
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45% Whelan Financial 3Y 10.43%
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