Ownership history in MA Private Wealth · 29 quarters on record
This page tracks every 13F SEC filing in which MA Private Wealth 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 | REDUCED | 122,209 | -21,715 | -15.1% | 12.79% | $76.6M | $627.13 |
| 2025 Q3 | REDUCED | 143,924 | -1,151 | -0.8% | 14.82% | $88.1M | $610.65 |
| 2025 Q2 | REDUCED | 145,075 | -31,174 | -17.7% | 14.74% | $82.4M | $564.81 |
| 2025 Q1 | ADDED | 176,249 | +1,757 | +1.0% | 17.04% | $90.6M | $509.43 |
| 2024 Q4 | ADDED | 174,492 | +2,016 | +1.2% | 17.58% | $94.0M | $532.26 |
| 2024 Q3 | REDUCED | 172,476 | -6,611 | -3.7% | 17.01% | $91.0M | $519.60 |
| 2024 Q2 | REDUCED | 179,087 | -10,174 | -5.4% | 17.71% | $89.6M | $490.95 |
| 2024 Q1 | REDUCED | 189,261 | -2,309 | -1.2% | 18.44% | $91.0M | $470.20 |
| 2023 Q4 | REDUCED | 191,570 | -706 | -0.4% | 17.83% | $83.7M | $425.89 |
| 2023 Q3 | REDUCED | 192,276 | -55,979 | -22.5% | 17.84% | $75.5M | $381.32 |
As of 2025 Q4 — sorted by position size