VB VANGUARD INDEX FDS

Ownership history in White Wing Wealth Management  ·  9 quarters on record

This page tracks every 13F SEC filing in which White Wing Wealth Management 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
9.69% (2023 Q4)
Avg. % of fund
8.81%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 55,341 +955 +1.8% 8.52% $14.3M $257.95
2025 Q3 ADDED 54,386 +997 +1.9% 8.61% $13.9M $253.38
2025 Q2 ADDED 53,389 +1,321 +2.5% 8.57% $12.7M $235.40
2025 Q1 ADDED 52,068 +3,155 +6.5% 8.40% $10.8M $219.54
2024 Q4 ADDED 48,913 +436 +0.9% 8.74% $11.8M $236.92
2024 Q3 REDUCED 48,477 -332 -0.7% 8.86% $11.5M $233.03
2024 Q2 REDUCED 48,809 -1,016 -2.0% 8.52% $10.6M $213.56
2024 Q1 REDUCED 49,825 -310 -0.6% 9.37% $11.3M $223.02
2023 Q4 INITIATED 50,135 9.69% $10.5M
% of Fund (quarterly)    VB price (monthly, adj. close)
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