VBK β€” VANGUARD SMALL-CAP GROWTH INDEX FUND

Ownership history in Vigilare Wealth Management  Β·  9 quarters on record

AI Ownership Summary

Vigilare Wealth Management reported VANGUARD SMALL-CAP GROWTH INDEX FUND (VBK) in 9 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.11% in 2024 Q1. The latest visible filing shows VBK at 0.08% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vigilare Wealth Management's position in VANGUARD SMALL-CAP GROWTH INDEX FUND, 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
2025 Q3

VBK was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

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.

VBK stock page Vigilare Wealth Management fund profile Vigilare Wealth Management full holdings
How Vigilare Wealth Management held VBK β€” position size vs. price
% of Fund (quarterly)    VBK price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 800 β€” 0% 0.08% $238K 2025-10-01 $298.33
2025 Q2 UNCHANGED 800 β€” 0% 0.08% $201K 2025-07-18 $282.23
2024 Q4 UNCHANGED 800 β€” 0% 0.09% $224K 2025-01-13 $279.03
2024 Q3 UNCHANGED 800 β€” 0% 0.09% $214K 2024-10-29 $270.01
2024 Q2 REDUCED 800 -57 -6.7% 0.09% $200K 2024-07-15 $259.14
2024 Q1 ADDED 857 +57 +7.1% 0.11% $223K 2024-04-26 $242.88
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding VBK

As of 2025 Q4 β€” sorted by position size

BHK Investment Advisors, LLC 3Y 7Y 9.09% Battery Global Advisors, LLC 8.51% Gladwyn Financial Advisors, Inc. 7.55% Vawter Financial, Ltd. 6.76% Cohen Klingenstein LLC 3Y 7Y 6.14% Fee-Only Financial Planning, L.C. 3Y 5.29% Brickley Wealth Management 3Y 7Y 5.13% Forbes Financial Planning, Inc. 3Y 4.95% American Financial Advisors, LLC 3Y 7Y 4.72% Whitaker-Myers Wealth Managers, LTD. 4.54%

FAQ About Vigilare Wealth Management and VBK

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

How long has Vigilare Wealth Management reported owning VBK?

Vigilare Wealth Management reported VBK across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported VBK position in Vigilare Wealth Management's portfolio?

The largest reported portfolio weight for VBK was 0.11% in 2024 Q1.

What is the latest reported VBK position on this page?

The most recent filing on this page is 2025 Q3, when Vigilare Wealth Management reported 800 shares, equal to 0.08% of portfolio, with an estimated market value of $238K.

What does the chart on this VBK ownership page compare?

The chart compares Vigilare Wealth Management's quarterly VBK 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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