SEC 13F Intelligence

Yoffe Investment Management, LLC / VB

Yoffe Investment Management, LLC’s Vanguard Index Fds Position

Does Yoffe Investment Management, LLC own Vanguard Index Fds (VB)? Yes — 14.3K shares worth $4M (+4.81% of its 13F portfolio) as of Q1 2026.

Position Value
$4M
Q1 2026
Shares
14.3K
% of Portfolio
+4.81%
Quarters Held
6
currently held

Position History VB

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $4MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202614.3K$4M+4.81%
Q4 202514.3K$4M+4.72%
Q3 202514.3K$4M+4.74%
Q2 202514.5K$3M+4.69%
Q1 202514.5K$3M+4.71%
Q4 202414.5K$3M+5.16%

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