Ownership history in Focus Partners Wealth · 9 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in VANGUARD WORLD FDS (VGT). 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 | 1,297,055 | +571,488 | +78.8% | 1.11% | $977.6M | $753.78 |
| 2025 Q3 | ADDED | 725,567 | +684,470 | +1665.5% | 0.87% | $541.7M | $745.87 |
| 2025 Q2 | ADDED | 41,097 | +6,241 | +17.9% | 0.06% | $27.3M | $661.84 |
| 2025 Q1 | ADDED | 34,856 | +5,316 | +18.0% | 0.05% | $18.9M | $540.62 |
| 2024 Q4 | REDUCED | 29,540 | -1,532 | -4.9% | 0.05% | $18.4M | $619.00 |
| 2024 Q3 | ADDED | 31,072 | +20,207 | +186.0% | 0.06% | $18.2M | $583.17 |
| 2024 Q2 | ADDED | 10,865 | +7,224 | +198.4% | 0.02% | $6.3M | $572.41 |
| 2024 Q1 | ADDED | 3,641 | +2,591 | +246.8% | 0.02% | $1.9M | $519.85 |
| 2023 Q4 | INITIATED | 1,050 | — | — | 0.01% | $508K | — |
As of 2025 Q4 — sorted by position size