Ownership history in LongView Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which LongView Wealth Management reported a position in VANGUARD INDEX FDS (VB). 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 | 18,210 | +1,537 | +9.2% | 1.20% | $5.0M | $257.95 |
| 2025 Q3 | ADDED | 16,673 | +1,986 | +13.5% | 1.15% | $4.2M | $253.38 |
| 2025 Q2 | REDUCED | 14,687 | -7,097 | -32.6% | 1.05% | $3.5M | $235.40 |
| 2025 Q1 | ADDED | 21,784 | +69 | +0.3% | 1.45% | $4.8M | $219.54 |
| 2024 Q4 | ADDED | 21,715 | +544 | +2.6% | 1.59% | $5.2M | $236.92 |
| 2024 Q3 | ADDED | 21,171 | +653 | +3.2% | 1.60% | $5.0M | $233.03 |
| 2024 Q2 | REDUCED | 20,518 | -1,236 | -5.7% | 1.65% | $4.5M | $213.56 |
| 2024 Q1 | REDUCED | 21,754 | -1,043 | -4.6% | 1.97% | $5.0M | $223.02 |
| 2023 Q4 | INITIATED | 22,797 | — | — | 2.12% | $4.8M | — |
As of 2025 Q4 — sorted by position size