VB — VANGUARD INDEX FDS

Ownership history in Whelan Financial  ·  18 quarters on record

This page tracks every 13F SEC filing in which Whelan Financial 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
14.77% (2022 Q1)
Avg. % of fund
12.5%
First filed
2021 Q3
Last filed
2025 Q4
Quarters held
18
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 129,440 -144 -0.1% 10.43% $33.4M $257.95
2025 Q3 REDUCED 129,584 -1,490 -1.1% 10.44% $33.0M $253.38
2025 Q2 ADDED 131,074 +303 +0.2% 11.23% $31.1M $235.40
2025 Q1 REDUCED 130,771 -836 -0.6% 11.28% $29.0M $219.54
14 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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