VB VANGUARD INDEX FDS

Ownership history in Strategic Equity Management  ·  7 quarters on record

This page tracks every 13F SEC filing in which Strategic Equity Management 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
1.17% (2025 Q1)
Avg. % of fund
0.41%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 11,969 +10,846 +965.8% 1.05% $3.1M $257.95
2025 Q3 REDUCED 1,123 -186 -14.2% 0.11% $285K $253.38
2025 Q2 REDUCED 1,309 -11,194 -89.5% 0.11% $310K $235.40
2025 Q1 ADDED 12,503 +11,072 +773.7% 1.17% $2.8M $219.54
2024 Q4 REDUCED 1,431 -12 -0.8% 0.14% $344K $236.92
2024 Q3 ADDED 1,443 +456 +46.2% 0.16% $342K $233.03
2024 Q2 INITIATED 987 0.14% $215K
% of Fund (quarterly)    VB price (monthly, adj. close)
← Back to Strategic Equity Management Holdings