VBK — VANGUARD INDEX FDS

Ownership history in Pasadena Private Wealth, LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Pasadena Private Wealth, LLC reported a position in VANGUARD INDEX FDS (VBK). 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
8.71% (2019 Q1)
Avg. % of fund
3.69%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 56,656 +1,819 +3.3% 2.33% $17.1M $302.11
2025 Q3 ADDED 54,837 +592 +1.1% 2.35% $16.3M $297.25
2025 Q2 ADDED 54,245 +38 +0.1% 2.57% $15.0M $276.19
2025 Q1 ADDED 54,207 +2,912 +5.7% 2.63% $13.6M $250.70
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VBK price (monthly, adj. close)

Other funds also holding VBK

As of 2025 Q4 — sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 9.09% Battery Global Advisors, LLC 8.51% Gladwyn Financial Advisors, Inc. 7.55% Vawter Financial, Ltd. 6.76% Cohen Klingenstein LLC 3Y 7Y 6.14% Fee-Only Financial Planning, L.C. 3Y 5.29% Brickley Wealth Management 3Y 7Y 5.13% Forbes Financial Planning, Inc. 3Y 4.95% American Financial Advisors, LLC 3Y 7Y 4.72% Whitaker-Myers Wealth Managers, LTD. 4.54%
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