SEC 13F Intelligence

Wiser Advisor Group LLC / VB

Wiser Advisor Group LLC’s Vanguard Index Fds Position

Does Wiser Advisor Group LLC own Vanguard Index Fds (VB)? Yes — 6.9K shares worth $2M (+2.19% of its 13F portfolio) as of Q1 2026, down from 7.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
6.9K
% of Portfolio
+2.19%
Quarters Held
10
currently held

Position History VB

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.9K$2M+2.19%
Q4 20257.0K$2M+2.06%
Q3 20257.0K$2M+2.22%
Q2 20257.0K$2M+2.87%
Q1 20258.0K$2M+2.63%
Q4 20249.6K$2M+3.34%
Q3 20249.5K$2M+3.37%
Q2 202410.0K$2M+3.42%
Q1 202410.1K$2M+3.63%
Q4 202310.2K$2M+3.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wiser Advisor Group LLC’s full portfolio or all institutional holders of VB.