VB β€” VANGUARD INDEX FDS

Ownership history in Winter & Associates, Inc.  Β·  1 quarter on record

AI Ownership Summary

Winter & Associates, Inc. reported VANGUARD INDEX FDS (VB) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 2.15% in 2025 Q4. The latest visible filing shows VB at 2.15% 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 VB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Winter & Associates, Inc.'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
2025 Q4

VB was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.15% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

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 Winter & Associates, Inc. held VB β€” position size vs. price
% of Fund (quarterly)    VB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED 9,014 β€” β€” 2.15% $2.3M 2026-02-14 (Est.) $275.26

FAQ About Winter & Associates, Inc. and VB

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

How long has Winter & Associates, Inc. reported owning VB?

Winter & Associates, Inc. reported VB across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported VB position in Winter & Associates, Inc.'s portfolio?

The largest reported portfolio weight for VB was 2.15% in 2025 Q4.

What is the latest reported VB position on this page?

The most recent filing on this page is 2025 Q4, when Winter & Associates, Inc. reported 9,014 shares, equal to 2.15% of portfolio, with an estimated market value of $2.3M.

What does the chart on this VB ownership page compare?

The chart compares Winter & Associates, Inc.'s quarterly VB 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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