VB — VANGUARD INDEX FDS

Ownership history in Refined Wealth Management  ·  19 quarters on record

This page tracks every 13F SEC filing in which Refined Wealth Management 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
3.75% (2021 Q2)
Avg. % of fund
1.71%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 14,167 +75 +0.5% 2.46% $3.7M $257.95
2025 Q3 ADDED 14,092 +11 +0.1% 2.30% $3.6M $253.38
2025 Q2 ADDED 14,081 +363 +2.6% 2.29% $3.3M $235.40
2025 Q1 ADDED 13,718 +7,536 +121.9% 2.49% $3.0M $219.54
15 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% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
← Back to Refined Wealth Management Holdings