Ownership history in Jentner Corp · 35 quarters on record
This page tracks every 13F SEC filing in which Jentner Corp reported a position in VANGUARD INDEX FDS (VUG). 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 Q2 | ADDED | 161,563 | +1,548 | +1.0% | 18.97% | $70.8M | $437.49 |
| 2025 Q1 | REDUCED | 160,015 | -8,205 | -4.9% | 17.76% | $59.3M | $369.62 |
| 2024 Q4 | REDUCED | 168,220 | -3,042 | -1.8% | 20.11% | $69.0M | $408.58 |
| 2024 Q3 | REDUCED | 171,262 | -3,726 | -2.1% | 20.13% | $65.8M | $381.70 |
As of 2025 Q4 — sorted by position size