Ownership history in Leo Wealth, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Leo Wealth, LLC 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 Q4 | ADDED | 25,291 | +14,066 | +125.3% | 0.89% | $12.3M | $487.86 |
| 2025 Q3 | REDUCED | 11,225 | -12,905 | -53.5% | 0.70% | $5.4M | $479.12 |
| 2025 Q2 | ADDED | 24,130 | +13,052 | +117.8% | 0.82% | $10.6M | $437.49 |
| 2025 Q1 | REDUCED | 11,078 | -9,396 | -45.9% | 0.59% | $4.1M | $369.62 |
| 2024 Q4 | REDUCED | 20,474 | -283 | -1.4% | 0.75% | $8.4M | $408.58 |
| 2024 Q3 | REDUCED | 20,757 | -343 | -1.6% | 0.73% | $8.0M | $381.70 |
| 2024 Q2 | ADDED | 21,100 | +377 | +1.8% | 0.81% | $7.9M | $371.40 |
| 2024 Q1 | ADDED | 20,723 | +685 | +3.4% | 0.73% | $7.1M | $341.38 |
| 2023 Q4 | INITIATED | 20,038 | — | — | 0.67% | $6.5M | — |
As of 2025 Q4 — sorted by position size