Solutions 4 Wealth, Ltd VBR VANGUARD INDEX FDS

Ownership history in Solutions 4 Wealth, Ltd  ·  10 quarters on record

AI Ownership Summary

Solutions 4 Wealth, Ltd reported VANGUARD INDEX FDS (VBR) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.08% in 2023 Q4. The latest visible filing shows VBR at 0.60% 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.

What this VBR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Solutions 4 Wealth, Ltd'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
2026 Q1

VBR was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2023 Q4

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 2026 Q1

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 Solutions 4 Wealth, Ltd held VBR — position size vs. price
% of Fund (quarterly)    VBR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,841 0% 0.60% $400K 2026-05-05 $232.13
2025 Q4 UNCHANGED 1,841 0% 0.59% $390K 2026-02-09 $230.61
2025 Q3 UNCHANGED 1,841 0% 0.60% $384K 2025-11-04 $202.26
2025 Q2 UNCHANGED 1,841 0% 0.60% $359K 2025-08-13 $203.58
2025 Q1 UNCHANGED 1,841 0% 0.61% $343K 2025-05-09 $182.11
2024 Q4 UNCHANGED 1,841 0% 0.66% $365K 2025-01-28 $200.43
2024 Q3 UNCHANGED 1,841 0% 0.72% $370K 2024-11-14 $201.98
2024 Q2 UNCHANGED 1,841 0% 0.76% $336K 2024-08-14 $181.18
2024 Q1 UNCHANGED 1,841 0% 0.99% $353K 2024-05-02 $175.31
2023 Q4 INITIATED 1,841 1.08% $331K 2024-02-06 $167.39

FAQ About Solutions 4 Wealth, Ltd and VBR

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

How long has Solutions 4 Wealth, Ltd reported owning VBR?

Solutions 4 Wealth, Ltd reported VBR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VBR position in Solutions 4 Wealth, Ltd's portfolio?

The largest reported portfolio weight for VBR was 1.08% in 2023 Q4.

What is the latest reported VBR position on this page?

The most recent filing on this page is 2026 Q1, when Solutions 4 Wealth, Ltd reported 1,841 shares, equal to 0.60% of portfolio, with an estimated market value of $400K.

What does the chart on this VBR ownership page compare?

The chart compares Solutions 4 Wealth, Ltd'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.

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