VBK — VANGUARD INDEX FDS

Ownership history in Pinnacle Financial Group, LLC / IL  ·  13 quarters on record

AI Ownership Summary

Pinnacle Financial Group, LLC / IL reported VANGUARD INDEX FDS (VBK) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.58% in 2024 Q4. The latest visible filing shows VBK at 0.50% 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 VBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Pinnacle Financial Group, LLC / IL'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

VBK was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2024 Q4

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

Time in book
Holding Window
2023 Q4 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.

VBK stock page Pinnacle Financial Group, LLC / IL fund profile Pinnacle Financial Group, LLC / IL full holdings
How Pinnacle Financial Group, LLC / IL held VBK — position size vs. price
% of Fund (quarterly)    VBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 5,702 +123 +2.2% 0.50% $1.7M 2026-02-14 (Est.) $314.71
2025 Q3 ADDED 5,579 +496 +9.8% 0.50% $1.7M 2025-11-12 $301.34
2025 Q2 REDUCED 5,083 -203 -3.8% 0.47% $1.4M 2025-08-11 $277.04
2025 Q1 REDUCED 5,286 -41 -0.8% 0.48% $1.3M 2025-05-15 $267.00
2024 Q4 REDUCED 5,327 -22 -0.4% 0.58% $1.5M 2025-02-18 $291.10
2024 Q3 ADDED 5,349 +526 +10.9% 0.56% $1.4M 2024-11-12 $288.45
2024 Q2 ADDED 4,823 +69 +1.5% 0.52% $1.2M 2024-08-08 $244.73
2024 Q1 ADDED 4,754 +140 +3.0% 0.54% $1.2M 2024-05-15 $254.83
2023 Q4 ADDED 4,614 +23 +0.5% 0.57% $1.1M 2024-02-13 $238.60
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VBK

As of 2026 Q1 — sorted by position size

Gladwyn Financial Advisors, Inc. 7.62% Cohen Klingenstein LLC 3Y 7Y 6.47% Forbes Financial Planning, Inc. 3Y 5.22% Whitaker-Myers Wealth Managers, LTD. 3Y 4.54% Veery Capital, LLC 3Y 3.81% STEPHEN J. GARRY & ASSOCIATES, LLC 3.75% FC Advisory LLC 3Y 7Y 3.74% Towerpoint Wealth, LLC 3Y 7Y 3.57% Clayton Financial Group LLC 3.34% RS CRUM INC. 3Y 3.21%

FAQ About Pinnacle Financial Group, LLC / IL and VBK

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

How long has Pinnacle Financial Group, LLC / IL reported owning VBK?

Pinnacle Financial Group, LLC / IL reported VBK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VBK position in Pinnacle Financial Group, LLC / IL's portfolio?

The largest reported portfolio weight for VBK was 0.58% in 2024 Q4.

What is the latest reported VBK position on this page?

The most recent filing on this page is 2025 Q4, when Pinnacle Financial Group, LLC / IL reported 5,702 shares, equal to 0.50% of portfolio, with an estimated market value of $1.7M.

What does the chart on this VBK ownership page compare?

The chart compares Pinnacle Financial Group, LLC / IL's quarterly VBK 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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