Ownership history in MONEYWISE, INC. · 23 quarters on record
This page tracks every 13F SEC filing in which MONEYWISE, INC. 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 | 10,122 | +5,431 | +115.8% | 1.09% | $2.6M | $257.95 |
| 2025 Q3 | REDUCED | 4,691 | -208 | -4.2% | 0.54% | $1.2M | $253.38 |
| 2025 Q2 | REDUCED | 4,899 | -8,165 | -62.5% | 0.54% | $1.2M | $235.40 |
| 2025 Q1 | ADDED | 13,064 | +8,056 | +160.9% | 1.53% | $2.9M | $219.54 |
| 2024 Q4 | REDUCED | 5,008 | -201 | -3.9% | 0.60% | $1.2M | $236.92 |
| 2024 Q3 | REDUCED | 5,209 | -407 | -7.2% | 0.61% | $1.2M | $233.03 |
| 2024 Q2 | REDUCED | 5,616 | -111 | -1.9% | 0.65% | $1.2M | $213.56 |
| 2024 Q1 | REDUCED | 5,727 | -289 | -4.8% | 0.71% | $1.3M | $223.02 |
| 2023 Q4 | REDUCED | 6,016 | -329 | -5.2% | 0.74% | $1.3M | $207.51 |
| 2023 Q3 | REDUCED | 6,345 | -1,049 | -14.2% | 0.75% | $1.2M | $182.97 |
As of 2025 Q4 — sorted by position size