VB — VANGUARD INDEX FDS

Ownership history in Wealthquest Corp  ·  21 quarters on record

This page tracks every 13F SEC filing in which Wealthquest Corp 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
3.53% (2021 Q4)
Avg. % of fund
2.6%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 152,042 +2,478 +1.7% 2.96% $39.2M $257.95
2025 Q3 ADDED 149,564 +1,626 +1.1% 3.03% $38.0M $253.38
2025 Q2 ADDED 147,938 +3,629 +2.5% 2.77% $35.1M $235.40
2024 Q4 ADDED 144,309 +1,439 +1.0% 2.82% $34.7M $236.92
17 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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