VB VANGUARD INDEX FDS

Ownership history in SP Asset Management LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which SP Asset Management LLC 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
2.88% (2023 Q4)
Avg. % of fund
2.48%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 104,542 -2,267 -2.1% 2.13% $27.0M $257.95
2025 Q3 REDUCED 106,809 -2,219 -2.0% 2.16% $27.2M $253.38
2025 Q2 REDUCED 109,028 -23,359 -17.6% 2.13% $25.8M $235.40
2025 Q1 ADDED 132,387 +1,266 +1.0% 2.59% $29.4M $219.54
2024 Q4 ADDED 131,121 +202 +0.2% 2.64% $31.5M $236.92
2024 Q3 ADDED 130,919 +147 +0.1% 2.58% $31.1M $233.03
2024 Q2 REDUCED 130,772 -161 -0.1% 2.60% $28.5M $213.56
2024 Q1 REDUCED 130,933 -575 -0.4% 2.78% $29.9M $223.02
2023 Q4 ADDED 131,508 +4,075 +3.2% 2.88% $28.1M $207.51
2023 Q3 ADDED 127,433 +23,979 +23.2% 2.71% $24.1M $182.97
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)
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