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 FDS VANGUARD TOTAL STK MKT ETF (VTI). 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 | 344,071 | +18,732 | +5.8% | 4.07% | $115.4M | $335.27 |
| 2025 Q3 | ADDED | 325,339 | +16,994 | +5.5% | 5.27% | $106.8M | $327.24 |
| 2025 Q2 | ADDED | 308,345 | +16,025 | +5.5% | 5.77% | $93.7M | $302.23 |
| 2025 Q1 | ADDED | 292,320 | +20,137 | +7.4% | 5.24% | $80.3M | $272.48 |
| 2024 Q4 | ADDED | 272,183 | +24,379 | +9.8% | 5.28% | $78.9M | $286.32 |
| 2024 Q3 | ADDED | 247,804 | +36,813 | +17.4% | 4.78% | $70.2M | $278.85 |
| 2024 Q2 | REDUCED | 210,991 | -22,518 | -9.6% | 4.62% | $56.4M | $262.63 |
| 2024 Q1 | ADDED | 233,509 | +7,242 | +3.2% | 4.44% | $60.7M | $254.25 |
| 2023 Q4 | ADDED | 226,267 | +10,959 | +5.1% | 4.22% | $53.7M | $231.25 |
| 2023 Q3 | REDUCED | 215,308 | -4,983 | -2.3% | 4.20% | $45.7M | $206.18 |
As of 2025 Q4 — sorted by position size