VB — VANGUARD INDEX FDS

Ownership history in SEARCY FINANCIAL SERVICES INC /ADV  ·  3 quarters on record

This page tracks every 13F SEC filing in which SEARCY FINANCIAL SERVICES INC /ADV 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
10.45% (2025 Q4)
Avg. % of fund
10.39%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 109,261 +1,529 +1.4% 10.45% $28.2M $257.95
2025 Q3 ADDED 107,732 +543 +0.5% 10.41% $27.4M $253.38
2025 Q2 INITIATED 107,189 — — 10.33% $25.4M $235.40
% 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% Whelan Financial 3Y 10.43%
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