Shelton Wealth Management, LLC / VBK
Shelton Wealth Management, LLC’s Vanguard Index Fds Position
Does Shelton Wealth Management, LLC own Vanguard Index Fds (VBK)? Yes — 8.4K shares worth $3M (+1.11% of its 13F portfolio) as of Q1 2026, down from 8.7K shares the prior filed quarter.
Position Value
$3M
Q1 2026
Shares
8.4K
% of Portfolio
+1.11%
Quarters Held
18
currently held
Position History VBK
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 8.4K | $3M | +1.11% |
| Q4 2025 | 8.7K | $3M | +1.13% |
| Q3 2025 | 9.0K | $3M | +1.21% |
| Q2 2025 | 9.3K | $3M | +1.24% |
| Q1 2025 | 9.2K | $2M | +1.26% |
| Q4 2024 | 10.2K | $3M | +1.48% |
| Q3 2024 | 11.3K | $3M | +1.64% |
| Q2 2024 | 10.4K | $3M | +1.47% |
| Q1 2024 | 10.9K | $3M | +1.79% |
| Q4 2023 | 12.1K | $3M | +2.08% |
| Q3 2023 | 15.3K | $3M | +2.63% |
| Q2 2023 | 14.9K | $3M | +2.65% |
| Q1 2023 | 13.5K | $3M | +2.36% |
| Q4 2022 | 13.2K | $3M | +2.09% |
| Q3 2022 | 13.8K | $3M | +2.41% |
| Q2 2022 | 13.7K | $3M | +2.30% |
| Q1 2022 | 11.8K | $3M | +2.30% |
| Q4 2021 | 12.1K | $3M | +2.69% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Shelton Wealth Management, LLC’s full portfolio or all institutional holders of VBK.