Ownership history in MONEYWISE, INC. · 25 quarters on record
This page tracks every 13F SEC filing in which MONEYWISE, INC. 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 | 5,600 | -54 | -1.0% | 1.14% | $2.7M | $487.86 |
| 2025 Q3 | REDUCED | 5,654 | -18 | -0.3% | 1.23% | $2.7M | $479.12 |
| 2025 Q2 | ADDED | 5,672 | +4,836 | +578.5% | 1.17% | $2.5M | $437.49 |
| 2025 Q1 | ADDED | 836 | +1 | +0.1% | 0.16% | $310K | $369.62 |
| 2024 Q4 | REDUCED | 835 | -49 | -5.5% | 0.17% | $343K | $408.58 |
| 2024 Q3 | ADDED | 884 | +8 | +0.9% | 0.17% | $339K | $381.70 |
| 2024 Q2 | UNCHANGED | 876 | — | 0% | 0.17% | $328K | $371.40 |
| 2024 Q1 | ADDED | 876 | +1 | +0.1% | 0.16% | $302K | $341.38 |
| 2023 Q4 | REDUCED | 875 | -68 | -7.2% | 0.16% | $272K | $307.92 |
| 2023 Q3 | ADDED | 943 | +1 | +0.1% | 0.16% | $257K | $269.20 |
As of 2025 Q4 — sorted by position size