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 (VOO). 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 | 8,913 | +387 | +4.5% | 1.38% | $5.7M | $627.13 |
| 2025 Q3 | ADDED | 8,526 | +908 | +11.9% | 1.41% | $5.2M | $610.65 |
| 2025 Q2 | ADDED | 7,618 | +498 | +7.0% | 1.31% | $4.3M | $564.81 |
| 2025 Q1 | ADDED | 7,120 | +703 | +11.0% | 1.10% | $3.7M | $509.43 |
| 2024 Q4 | ADDED | 6,417 | +448 | +7.5% | 1.05% | $3.5M | $532.26 |
| 2024 Q3 | ADDED | 5,969 | +759 | +14.6% | 1.01% | $3.1M | $519.60 |
| 2024 Q2 | ADDED | 5,210 | +622 | +13.6% | 0.96% | $2.6M | $490.95 |
| 2024 Q1 | ADDED | 4,588 | +558 | +13.8% | 0.87% | $2.2M | $470.20 |
| 2023 Q4 | INITIATED | 4,030 | — | — | 0.78% | $1.8M | — |
As of 2025 Q4 — sorted by position size