Ownership history in Linscomb Wealth, Inc. · 69 quarters on record
This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in Vanguard Total Stock Index MF (VTI). 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 | REDUCED | 151,159 | -557 | -0.4% | 2.13% | $50.7M | $335.27 |
| 2025 Q3 | REDUCED | 151,716 | -992 | -0.6% | 2.14% | $49.8M | $327.24 |
| 2025 Q2 | REDUCED | 152,708 | -5,636 | -3.6% | 2.13% | $46.4M | $302.23 |
| 2025 Q1 | REDUCED | 158,344 | -1,828 | -1.1% | 2.17% | $43.5M | $272.48 |
| 2024 Q4 | REDUCED | 160,172 | -1,576 | -1.0% | 2.31% | $46.4M | $286.32 |
| 2024 Q3 | REDUCED | 161,748 | -3,036 | -1.8% | 2.27% | $45.8M | $278.85 |
| 2024 Q2 | REDUCED | 164,784 | -1,289 | -0.8% | 2.28% | $44.1M | $262.63 |
| 2024 Q1 | REDUCED | 166,073 | -8,931 | -5.1% | 2.22% | $43.2M | $254.25 |
| 2023 Q4 | REDUCED | 175,004 | -2,446 | -1.4% | 2.29% | $41.5M | $231.25 |
| 2023 Q3 | REDUCED | 177,450 | -24,786 | -12.3% | 2.20% | $37.7M | $206.18 |
As of 2025 Q4 — sorted by position size