VBR — VANGUARD INDEX FDS

Ownership history in WIT, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which WIT, LLC reported a position in VANGUARD INDEX FDS (VBR). 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
1.5% (2022 Q1)
Avg. % of fund
1.24%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 250,167 — 0% 1.06% $53.0M $211.79
2025 Q3 UNCHANGED 250,167 — 0% 1.18% $52.2M $207.69
2025 Q2 ADDED 250,167 +249,734 +57675.3% 1.21% $48.8M $193.19
2022 Q1 INITIATED 433 — — 1.50% $76K $162.22
% of Fund (quarterly)    VBR price (monthly, adj. close)

Other funds also holding VBR

As of 2025 Q4 — sorted by position size

Mokosak Advisory Group, LLC 3Y 7Y 17.19% Opal Wealth Advisors, LLC 3Y 10.65% ASPIRIANT, LLC 3Y 7Y 9.86% BHK Investment Advisors, LLC 3Y 7Y 9.15% 25 LLC 8.92% Marmo Financial Group, LLC 3Y 8.54% Silver Coast Investments LLC 7.64% Gladwyn Financial Advisors, Inc. 7.54% Family CFO Inc 3Y 7.25% Efficient Advisors, LLC 3Y 7Y 7.02%
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