SEC 13F Intelligence

Algorithmic Investment Models, LLC / VBK

Algorithmic Investment Models, LLC’s Vanguard Index Fds Position

Does Algorithmic Investment Models, LLC own Vanguard Index Fds (VBK)? Not currently — the last reported position was 17.3K shares worth $4M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q1 2025
Shares
17.3K
% of Portfolio
+3.20%
Quarters Held
14
position exited

Position History VBK

Reported value by quarter
Q4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ2 ’22Q3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $3MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $2MQ4 ’24Q1 ’25: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202517.3K$4M+3.20%
Q4 20248.6K$2M+1.86%
Q3 20249.7K$3M+1.90%
Q2 20249.7K$2M+1.89%
Q1 20249.7K$3M+1.85%
Q4 202316.7K$4M+3.06%
Q3 202316.7K$4M+2.57%
Q2 202316.7K$4M+2.66%
Q1 202316.7K$4M+2.51%
Q4 202216.7K$3M+2.36%
Q3 202216.6K$3M+3.21%
Q2 202218.5K$4M+3.01%
Q1 202216.7K$4M+2.67%
Q4 202115.6K$4M+2.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Algorithmic Investment Models, LLC’s full portfolio or all institutional holders of VBK.