VB — VANGUARD

Ownership history in Wealth Architects, LLC  ·  45 quarters on record

This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in VANGUARD (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
2.1% (2020 Q2)
Avg. % of fund
1.37%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 62,056 -586 -0.9% 1.44% $16.0M $257.95
2025 Q3 REDUCED 62,642 -527 -0.8% 1.50% $15.9M $253.38
2025 Q2 REDUCED 63,169 -78,248 -55.3% 1.52% $15.0M $235.40
2025 Q1 ADDED 141,417 +82,521 +140.1% 0.56% $5.1M $219.54
41 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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