Ownership history in Meredith Wealth Planning · 13 quarters on record
This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in VANGUARD INDEX FDS (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 | 9,696 | -28 | -0.3% | 0.97% | $3.3M | $335.27 |
| 2025 Q3 | REDUCED | 9,724 | -187 | -1.9% | 1.01% | $3.2M | $327.24 |
| 2025 Q2 | ADDED | 9,911 | +830 | +9.1% | 1.09% | $3.0M | $302.23 |
| 2025 Q1 | REDUCED | 9,081 | -282 | -3.0% | 1.10% | $2.5M | $272.48 |
| 2024 Q4 | ADDED | 9,363 | +5,440 | +138.7% | 1.21% | $2.7M | $286.32 |
| 2024 Q3 | ADDED | 3,923 | +7 | +0.2% | 0.53% | $1.1M | $278.85 |
| 2024 Q2 | REDUCED | 3,916 | -74 | -1.9% | 0.55% | $1.0M | $262.63 |
| 2024 Q1 | ADDED | 3,990 | +851 | +27.1% | 0.58% | $1.0M | $254.25 |
| 2023 Q4 | REDUCED | 3,139 | -3 | -0.1% | 0.46% | $745K | $231.25 |
| 2023 Q3 | REDUCED | 3,142 | -59 | -1.8% | 0.50% | $667K | $206.18 |
As of 2025 Q4 — sorted by position size