Ownership history in MilWealth Group LLC · 12 quarters on record
This page tracks every 13F SEC filing in which MilWealth Group LLC reported a position in VANGUARD INDEX FDS (VUG). 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 | 5,794 | -7 | -0.1% | 0.67% | $2.8M | $487.86 |
| 2025 Q3 | REDUCED | 5,801 | -34 | -0.6% | 0.68% | $2.8M | $479.12 |
| 2025 Q2 | UNCHANGED | 5,835 | — | 0% | 0.66% | $2.6M | $437.49 |
| 2025 Q1 | REDUCED | 5,835 | -11 | -0.2% | 0.60% | $2.2M | $369.62 |
| 2024 Q4 | REDUCED | 5,846 | -68 | -1.1% | 0.65% | $2.4M | $408.58 |
| 2024 Q3 | REDUCED | 5,914 | -2 | -0.0% | 0.67% | $2.3M | $381.70 |
| 2024 Q2 | REDUCED | 5,916 | -214 | -3.5% | 0.70% | $2.2M | $371.40 |
| 2024 Q1 | REDUCED | 6,130 | -192 | -3.0% | 0.67% | $2.1M | $341.38 |
| 2023 Q4 | REDUCED | 6,322 | -234 | -3.6% | 0.65% | $2.0M | $307.92 |
| 2023 Q3 | REDUCED | 6,556 | -182 | -2.7% | 0.70% | $1.8M | $269.20 |
As of 2025 Q4 — sorted by position size