VILLERE ST DENIS J & CO LLC VBR VANGUARD INDEX FDS

Ownership history in VILLERE ST DENIS J & CO LLC  ·  10 quarters on record

AI Ownership Summary

VILLERE ST DENIS J & CO LLC reported VANGUARD INDEX FDS (VBR) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.05% in 2026 Q1. The latest visible filing shows VBR at 0.05% 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 VILLERE ST DENIS J & CO LLC'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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2026 Q1

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 VILLERE ST DENIS J & CO LLC 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 2,022 0% 0.05% $439K 2026-04-30 $232.42
2025 Q4 UNCHANGED 2,022 0% 0.04% $428K 2026-01-28 $221.79
2025 Q3 UNCHANGED 2,022 0% 0.04% $422K 2025-11-04 $202.26
2025 Q2 UNCHANGED 2,022 0% 0.04% $394K 2025-07-24 $199.29
2025 Q1 UNCHANGED 2,022 0% 0.04% $377K 2025-04-24 $176.21
2024 Q4 UNCHANGED 2,022 0% 0.04% $401K 2025-01-30 $201.82
2024 Q3 UNCHANGED 2,022 0% 0.03% $406K 2024-11-01 $192.61
2024 Q2 UNCHANGED 2,022 0% 0.03% $369K 2024-08-06 $178.05
2024 Q1 ADDED 2,022 +865 +74.8% 0.03% $388K 2024-04-25 $174.35
2023 Q4 INITIATED 1,157 0.02% $208K 2024-01-25 $169.43

FAQ About VILLERE ST DENIS J & CO LLC and VBR

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

How long has VILLERE ST DENIS J & CO LLC reported owning VBR?

VILLERE ST DENIS J & CO LLC reported VBR across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VBR position in VILLERE ST DENIS J & CO LLC's portfolio?

The largest reported portfolio weight for VBR was 0.05% in 2026 Q1.

What is the latest reported VBR position on this page?

The most recent filing on this page is 2026 Q1, when VILLERE ST DENIS J & CO LLC reported 2,022 shares, equal to 0.05% of portfolio, with an estimated market value of $439K.

What does the chart on this VBR ownership page compare?

The chart compares VILLERE ST DENIS J & CO LLC'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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