Ownership history in LIBRA WEALTH LLC · 15 quarters on record
This page tracks every 13F SEC filing in which LIBRA 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 | 2,961 | +222 | +8.1% | 0.40% | $1.4M | $487.86 |
| 2025 Q3 | UNCHANGED | 2,739 | — | 0% | 0.39% | $1.3M | $479.12 |
| 2025 Q2 | UNCHANGED | 2,739 | — | 0% | 0.39% | $1.2M | $437.49 |
| 2025 Q1 | ADDED | 2,739 | +304 | +12.5% | 0.38% | $1.0M | $369.62 |
| 2024 Q4 | UNCHANGED | 2,435 | — | 0% | 0.39% | $999K | $408.58 |
| 2024 Q3 | UNCHANGED | 2,435 | — | 0% | 0.37% | $935K | $381.70 |
| 2024 Q2 | REDUCED | 2,435 | -99 | -3.9% | 0.39% | $911K | $371.40 |
| 2024 Q1 | REDUCED | 2,534 | -245 | -8.8% | 0.38% | $872K | $341.38 |
| 2023 Q4 | REDUCED | 2,779 | -71 | -2.5% | 0.43% | $864K | $307.92 |
| 2023 Q3 | REDUCED | 2,850 | -21 | -0.7% | 0.43% | $776K | $269.20 |
As of 2025 Q4 — sorted by position size