Ownership history in BIP Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in VANGUARD INDEX FUNDS S&P 500 ETF USD (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 251,628 | +96,904 | +62.6% | 5.57% | $157.8M | $627.13 |
| 2025 Q3 | ADDED | 154,724 | +148,815 | +2518.4% | 4.68% | $94.8M | $610.65 |
| 2025 Q2 | ADDED | 5,909 | +362 | +6.5% | 0.21% | $3.4M | $564.81 |
| 2025 Q1 | ADDED | 5,547 | +876 | +18.8% | 0.19% | $2.9M | $509.43 |
| 2024 Q4 | ADDED | 4,671 | +650 | +16.2% | 0.17% | $2.5M | $532.26 |
| 2024 Q3 | ADDED | 4,021 | +772 | +23.8% | 0.14% | $2.1M | $519.60 |
| 2024 Q2 | REDUCED | 3,249 | -80 | -2.4% | 0.13% | $1.6M | $490.95 |
| 2024 Q1 | ADDED | 3,329 | +66 | +2.0% | 0.12% | $1.6M | $470.20 |
| 2023 Q4 | REDUCED | 3,263 | -135 | -4.0% | 0.11% | $1.4M | $425.89 |
| 2023 Q3 | ADDED | 3,398 | +840 | +32.8% | 0.12% | $1.3M | $381.32 |
As of 2025 Q4 — sorted by position size