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 (VUG). 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 | 836 | -92 | -9.9% | 0.28% | $412K | $487.86 |
| 2025 Q3 | UNCHANGED | 928 | — | 0% | 0.33% | $450K | $479.12 |
| 2025 Q2 | UNCHANGED | 928 | — | 0% | 0.35% | $410K | $437.49 |
| 2025 Q1 | REDUCED | 928 | -2 | -0.2% | 0.31% | $326K | $369.62 |
| 2024 Q4 | ADDED | 930 | +2 | +0.2% | 0.37% | $376K | $408.58 |
| 2024 Q3 | ADDED | 928 | +32 | +3.6% | 0.35% | $364K | $381.70 |
| 2024 Q2 | ADDED | 896 | +125 | +16.2% | 0.37% | $347K | $371.40 |
| 2024 Q1 | REDUCED | 771 | -1,541 | -66.7% | 0.28% | $255K | $341.38 |
| 2023 Q4 | REDUCED | 2,312 | -17 | -0.7% | 0.39% | $697K | $307.92 |
| 2023 Q3 | UNCHANGED | 2,329 | — | 0% | 0.39% | $648K | $269.20 |
As of 2025 Q4 — sorted by position size