Ownership history in Element Wealth, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Element Wealth, LLC reported a position in VANGUARD INDEX FDS (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 | 13,723 | +9,835 | +253.0% | 1.90% | $4.6M | $335.27 |
| 2025 Q3 | ADDED | 3,888 | +1 | +0.0% | 0.55% | $1.3M | $327.24 |
| 2025 Q2 | REDUCED | 3,887 | -85 | -2.1% | 0.54% | $1.2M | $302.23 |
| 2025 Q1 | ADDED | 3,972 | +1,628 | +69.5% | 0.59% | $1.1M | $272.48 |
| 2024 Q4 | REDUCED | 2,344 | -20 | -0.8% | 0.36% | $679K | $286.32 |
| 2024 Q3 | UNCHANGED | 2,364 | — | 0% | 0.35% | $669K | $278.85 |
| 2024 Q2 | REDUCED | 2,364 | -304 | -11.4% | 0.36% | $632K | $262.63 |
| 2024 Q1 | REDUCED | 2,668 | -29 | -1.1% | 0.41% | $693K | $254.25 |
| 2023 Q4 | ADDED | 2,697 | +1,384 | +105.4% | 0.40% | $640K | $231.25 |
| 2023 Q3 | UNCHANGED | 1,313 | — | 0% | 0.20% | $279K | $206.18 |
As of 2025 Q4 — sorted by position size