MPS Loria Financial Planners, LLC VB — VANGUARD INDEX FDS

Ownership history in MPS Loria Financial Planners, LLC  ·  7 quarters on record

AI Ownership Summary

MPS Loria Financial Planners, LLC reported VANGUARD INDEX FDS (VB) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 10.21% in 2025 Q2. The latest visible filing shows VB at 10.07% 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 VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MPS Loria Financial Planners, LLC'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 Q4

VB was reported at 10.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.21% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 MPS Loria Financial Planners, LLC fund profile MPS Loria Financial Planners, LLC full holdings
How MPS Loria Financial Planners, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 151,840 +2,365 +1.6% 10.07% $39.2M 2026-02-14 (Est.) $275.26
2025 Q3 ADDED — — — 149,475 +3,136 +2.1% 10.10% $38.0M 2025-10-17 $251.36
2025 Q2 REDUCED — — — 146,339 -3,855 -2.6% 10.21% $34.7M 2025-07-29 $242.43
2025 Q1 ADDED — — — 150,194 +8,079 +5.7% 9.88% $33.3M 2025-04-22 $204.82
2024 Q4 REDUCED — — — 142,115 -579 -0.4% 10.11% $34.1M 2025-01-14 $238.13
2024 Q3 ADDED — — — 142,694 +4,072 +2.9% 10.09% $33.9M 2024-10-21 $234.34
2024 Q2 INITIATED — — — 138,622 — — 9.74% $30.2M 2024-07-10 $212.60

🏢 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% MBE Wealth Management, LLC 3Y 10.79% Whelan Financial 3Y 10.5% BURRUS FINANCIAL SERVICES, INC. 10.22% Arbor Wealth Advisors LLC 9.26% White Wing Wealth Management 8.72% McClarren Financial Advisors, Inc. 3Y 8.64% ATMOS ADVISORY, LLC 3Y 8.54%

FAQ About MPS Loria Financial Planners, LLC and VB

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

How long has MPS Loria Financial Planners, LLC reported owning VB?

MPS Loria Financial Planners, LLC reported VB across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported VB position in MPS Loria Financial Planners, LLC's portfolio?

The largest reported portfolio weight for VB was 10.21% in 2025 Q2.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q4, when MPS Loria Financial Planners, LLC reported 151,840 shares, equal to 10.07% of portfolio, with an estimated market value of $39.2M.

What does the chart on this VB ownership page compare?

The chart compares MPS Loria Financial Planners, LLC'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.

How well did MPS Loria Financial Planners, LLC time their VB position?

Based on 13F filing dates vs. subsequent VB price moves, MPS Loria Financial Planners, LLC correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on VB relative to SPY over the holding period was +3.6%.

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