SEC 13F Intelligence

Blue Investment Partners LLC / VBK

Blue Investment Partners LLC’s Vanguard Index Fds Position

Does Blue Investment Partners LLC own Vanguard Index Fds (VBK)? Yes11.8K shares worth $3M (+1.14% of its 13F portfolio) as of Q2 2025, down from 23.0K shares the prior filed quarter.

Position Value
$3M
Q2 2025
Shares
11.8K
% of Portfolio
+1.14%
Quarters Held
10
currently held

Position History VBK

Reported value by quarter
Q1 ’23: $2MQ1 ’23Q2 ’23: $5MQ3 ’23: $5MQ3 ’23Q4 ’23: $6MQ1 ’24: $6MQ1 ’24Q2 ’24: $5MQ3 ’24: $6MQ3 ’24Q4 ’24: $6MQ1 ’25: $6MQ1 ’25Q2 ’25: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202511.8K$3M+1.14%
Q1 202523.0K$6M+2.18%
Q4 202423.2K$6M+2.38%
Q3 202422.8K$6M+2.52%
Q2 202421.2K$5M+2.41%
Q1 202421.3K$6M+2.88%
Q4 202324.8K$6M+3.91%
Q3 202323.4K$5M+3.99%
Q2 202323.0K$5M+4.03%
Q1 202311.5K$2M+2.50%

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