VB VANGUARD INDEX FDS

Ownership history in Sensible Financial Planning & Management, LLC.  ·  44 quarters on record

AI Ownership Summary

Sensible Financial Planning & Management, LLC. reported VANGUARD INDEX FDS (VB) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.93% in 2025 Q3. The latest visible filing shows VB at 0.93% 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 VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sensible Financial Planning & Management, 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 Q3

VB was reported at 0.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.93% in 2025 Q3

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 Q3

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.

How Sensible Financial Planning & Management, LLC. held VB — position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 20,143 -430 -2.1% 0.93% $5.1M 2025-11-14 (Est.) $247.99
2025 Q2 ADDED 20,573 +1,427 +7.5% 0.93% $4.9M 2025-08-08 $237.62
2025 Q1 ADDED 19,146 +3,183 +19.9% 0.85% $4.2M 2025-04-28 $212.84
2024 Q4 ADDED 15,963 +802 +5.3% 0.79% $3.8M 2025-02-07 $243.34
2024 Q3 REDUCED 15,161 -1,156 -7.1% 0.71% $3.6M 2024-10-28 $234.04
2024 Q2 ADDED 16,317 +497 +3.1% 0.77% $3.6M 2024-07-18 $222.59
2024 Q1 ADDED 15,820 +1,405 +9.7% 0.80% $3.6M 2024-05-06 $215.56
2023 Q4 ADDED 14,415 +117 +0.8% 0.72% $3.1M 2024-02-02 $203.69
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sensible Financial Planning & Management, 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 Sensible Financial Planning & Management, LLC. reported owning VB?

Sensible Financial Planning & Management, LLC. reported VB across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VB position in Sensible Financial Planning & Management, LLC.'s portfolio?

The largest reported portfolio weight for VB was 0.93% in 2025 Q3.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q3, when Sensible Financial Planning & Management, LLC. reported 20,143 shares, equal to 0.93% of portfolio, with an estimated market value of $5.1M.

What does the chart on this VB ownership page compare?

The chart compares Sensible Financial Planning & Management, 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.

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