VB — VANGUARD INDEX FDS

Ownership history in Systelligence, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Systelligence, 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
2.54% (2021 Q2)
Avg. % of fund
1.1%
First filed
2021 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 36,481 +1,367 +3.9% 1.76% $9.3M $253.38
2025 Q2 ADDED 35,114 +30,649 +686.4% 1.54% $8.3M $235.40
2022 Q1 ADDED 4,465 +57 +1.3% 0.20% $949K $200.61
2021 Q4 REDUCED 4,408 -50 -1.1% 0.27% $996K $212.79
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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