VBR — VANGUARD INDEX FDS

Ownership history in Simplicity Wealth,LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Simplicity Wealth,LLC reported a position in VANGUARD INDEX FDS (VBR). 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
0.04% (2025 Q2)
Avg. % of fund
0.02%
First filed
2024 Q1
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,884 -2,852 -60.2% 0.02% $393K $207.69
2025 Q2 ADDED 4,736 +2,008 +73.6% 0.04% $924K $193.19
2024 Q2 REDUCED 2,728 -2,896 -51.5% 0.01% $498K $177.05
2024 Q1 INITIATED 5,624 — — 0.03% $1.1M —
% of Fund (quarterly)    VBR price (monthly, adj. close)

Other funds also holding VBR

As of 2025 Q4 — sorted by position size

Mokosak Advisory Group, LLC 3Y 7Y 17.19% Opal Wealth Advisors, LLC 3Y 10.65% ASPIRIANT, LLC 3Y 7Y 9.86% BHK Investment Advisors, LLC 3Y 7Y 9.15% 25 LLC 8.92% Marmo Financial Group, LLC 3Y 8.54% Silver Coast Investments LLC 7.64% Gladwyn Financial Advisors, Inc. 7.54% Family CFO Inc 3Y 7.25% Efficient Advisors, LLC 3Y 7Y 7.02%
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