Ownership history in CX Institutional · 31 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in Vanguard ETF/USA (VO). 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 | 253,045 | +36,587 | +16.9% | 2.19% | $73.4M | $290.22 |
| 2025 Q3 | ADDED | 216,458 | +14,168 | +7.0% | 1.93% | $63.6M | $292.59 |
| 2025 Q2 | REDUCED | 202,290 | -22,174 | -9.9% | 1.97% | $56.6M | $277.75 |
| 2025 Q1 | ADDED | 224,464 | +27,360 | +13.9% | 2.19% | $58.1M | $255.71 |
| 2024 Q4 | ADDED | 197,104 | +49,069 | +33.1% | 2.07% | $52.1M | $260.00 |
| 2024 Q3 | ADDED | 148,035 | +6,834 | +4.8% | 1.73% | $39.1M | $258.65 |
| 2024 Q2 | ADDED | 141,201 | +3,775 | +2.7% | 1.60% | $34.2M | $236.49 |
| 2024 Q1 | ADDED | 137,426 | +558 | +0.4% | 1.66% | $34.3M | $243.13 |
| 2023 Q4 | REDUCED | 136,868 | -4,452 | -3.2% | 1.70% | $31.8M | $225.48 |
| 2023 Q3 | REDUCED | 141,320 | -20,876 | -12.9% | 1.62% | $29.4M | $200.79 |
As of 2025 Q4 — sorted by position size