Ownership history in INVICTUS PRIVATE WEALTH, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which INVICTUS PRIVATE WEALTH, LLC reported a position in VANGUARD INDEX FDS (VB). 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 | 369,406 | +9,594 | +2.7% | 5.77% | $95.3M | $257.95 |
| 2025 Q3 | ADDED | 359,812 | +11,046 | +3.2% | 5.73% | $91.5M | $253.38 |
| 2025 Q2 | ADDED | 348,766 | +18,227 | +5.5% | 5.66% | $82.7M | $235.40 |
| 2025 Q1 | ADDED | 330,539 | +9,688 | +3.0% | 5.81% | $73.3M | $219.54 |
| 2024 Q4 | ADDED | 320,851 | +7,671 | +2.4% | 5.86% | $77.1M | $236.92 |
| 2024 Q3 | ADDED | 313,180 | +7,370 | +2.4% | 5.88% | $74.3M | $233.03 |
| 2024 Q2 | ADDED | 305,810 | +10,364 | +3.5% | 5.59% | $66.7M | $213.56 |
| 2024 Q1 | ADDED | 295,446 | +6,023 | +2.1% | 6.00% | $67.5M | $223.02 |
| 2023 Q4 | ADDED | 289,423 | +10,427 | +3.7% | 6.04% | $61.7M | $207.51 |
| 2023 Q3 | ADDED | 278,996 | +8,923 | +3.3% | 5.77% | $52.7M | $182.97 |
As of 2025 Q4 — sorted by position size