Ownership history in KWMG, LLC · 43 quarters on record
This page tracks every 13F SEC filing in which KWMG, LLC reported a position in VANGUARD INDEX FDS (VOT). 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 | 137,813 | +1,981 | +1.5% | 3.32% | $38.5M | $279.14 |
| 2025 Q3 | ADDED | 135,832 | +2,070 | +1.5% | 3.50% | $39.9M | $293.29 |
| 2025 Q2 | ADDED | 133,762 | +2,068 | +1.6% | 3.57% | $38.0M | $283.49 |
| 2025 Q1 | ADDED | 131,694 | +1,670 | +1.3% | 3.28% | $32.2M | $243.49 |
| 2024 Q4 | REDUCED | 130,024 | -4,451 | -3.3% | 3.40% | $33.0M | $252.11 |
| 2024 Q3 | ADDED | 134,475 | +1,219 | +0.9% | 3.29% | $32.7M | $241.42 |
| 2024 Q2 | ADDED | 133,256 | +228 | +0.2% | 3.30% | $30.6M | $227.25 |
| 2024 Q1 | ADDED | 133,028 | +54 | +0.0% | 3.43% | $31.4M | $233.03 |
| 2023 Q4 | REDUCED | 132,974 | -46 | -0.0% | 3.42% | $29.2M | $216.62 |
| 2023 Q3 | ADDED | 133,020 | +3,564 | +2.8% | 3.26% | $25.9M | $191.65 |
As of 2025 Q4 — sorted by position size