Ownership history in HEADINVEST, LLC · 38 quarters on record
This page tracks every 13F SEC filing in which HEADINVEST, LLC reported a position in Vanguard Intermediate Term Bon (VCIT). 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 | 95,115 | +9,060 | +10.5% | 1.58% | $8.0M | $83.12 |
| 2025 Q3 | ADDED | 86,055 | +4,653 | +5.7% | 1.50% | $7.2M | $82.18 |
| 2025 Q2 | REDUCED | 81,402 | -5,547 | -6.4% | 1.44% | $6.7M | $80.05 |
| 2025 Q1 | ADDED | 86,949 | +1,549 | +1.8% | 1.38% | $7.1M | $78.01 |
| 2024 Q4 | ADDED | 85,400 | +2,780 | +3.4% | 1.29% | $6.9M | $76.02 |
| 2024 Q3 | ADDED | 82,620 | +10,008 | +13.8% | 1.28% | $6.9M | $78.14 |
| 2024 Q2 | ADDED | 72,612 | +15,133 | +26.3% | 1.14% | $5.8M | $73.76 |
| 2023 Q4 | ADDED | 57,479 | +2,887 | +5.3% | 0.97% | $4.7M | $73.67 |
| 2023 Q3 | REDUCED | 54,592 | -1,735 | -3.1% | 0.89% | $4.1M | $67.91 |
| 2023 Q2 | ADDED | 56,327 | +2,215 | +4.1% | 0.94% | $4.4M | $69.96 |
As of 2025 Q4 — sorted by position size