VBR VANGUARD INDEX FDS

Ownership history in SHAYNE & JACOBS, LLC  ·  22 quarters on record

AI Ownership Summary

SHAYNE & JACOBS, LLC reported VANGUARD INDEX FDS (VBR) in 22 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.71% in 2025 Q3. The latest visible filing shows VBR at 0.70% 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 VBR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SHAYNE & JACOBS, 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 Q4

VBR was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% 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 Q3 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.

How SHAYNE & JACOBS, LLC held VBR — position size vs. price
% of Fund (quarterly)    VBR price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 10,942 0% 0.70% $2.3M 2026-02-14 (Est.) $229.99
2025 Q3 ADDED 10,942 +75 +0.7% 0.71% $2.3M 2025-11-05 $204.25
2025 Q2 UNCHANGED 10,867 0% 0.70% $2.1M 2025-07-24 $199.29
2025 Q1 UNCHANGED 10,867 0% 0.50% $2.0M 2025-05-02 $180.58
2024 Q4 ADDED 10,867 +45 +0.4% 0.56% $2.2M 2025-02-05 $199.79
2024 Q3 UNCHANGED 10,822 0% 0.54% $2.2M 2024-10-23 $193.64
2024 Q2 UNCHANGED 10,822 0% 0.55% $2.0M 2024-07-19 $184.79
2024 Q1 UNCHANGED 10,822 0% 0.56% $2.1M 2024-05-08 $178.82
2023 Q4 UNCHANGED 10,822 0% 0.60% $1.9M 2024-02-07 $167.62
2023 Q3 UNCHANGED 10,822 0% 0.57% $1.7M 2023-11-08 $148.30
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SHAYNE & JACOBS, LLC and VBR

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

How long has SHAYNE & JACOBS, LLC reported owning VBR?

SHAYNE & JACOBS, LLC reported VBR across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VBR position in SHAYNE & JACOBS, LLC's portfolio?

The largest reported portfolio weight for VBR was 0.71% in 2025 Q3.

What is the latest reported VBR position on this page?

The most recent filing on this page is 2025 Q4, when SHAYNE & JACOBS, LLC reported 10,942 shares, equal to 0.70% of portfolio, with an estimated market value of $2.3M.

What does the chart on this VBR ownership page compare?

The chart compares SHAYNE & JACOBS, LLC's quarterly VBR 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.

← Back to SHAYNE & JACOBS, LLC Holdings