Ownership history in COREPATH WEALTH PARTNERS LLC · 21 quarters on record
This page tracks every 13F SEC filing in which COREPATH WEALTH PARTNERS LLC reported a position in VANGUARD INDEX FDS (VTV). 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 | REDUCED | 3,419 | -1,124 | -24.7% | 0.45% | $673K | $190.99 |
| 2025 Q3 | REDUCED | 4,543 | -181 | -3.8% | 0.62% | $851K | $185.53 |
| 2025 Q2 | UNCHANGED | 4,724 | — | 0% | 0.72% | $849K | $174.94 |
| 2025 Q1 | ADDED | 4,724 | +26 | +0.6% | 0.73% | $767K | $170.05 |
| 2024 Q4 | ADDED | 4,698 | +6 | +0.1% | 0.78% | $801K | $165.69 |
| 2024 Q3 | REDUCED | 4,692 | -105 | -2.2% | 0.81% | $832K | $169.87 |
| 2024 Q2 | ADDED | 4,797 | +1,139 | +31.1% | 0.81% | $770K | $155.27 |
| 2024 Q1 | REDUCED | 3,658 | -10,480 | -74.1% | 0.64% | $579K | $156.64 |
| 2023 Q4 | REDUCED | 14,138 | -33 | -0.2% | 1.18% | $2.1M | $142.89 |
| 2023 Q3 | ADDED | 14,171 | +55 | +0.4% | 1.17% | $1.9M | $130.91 |
As of 2025 Q4 — sorted by position size