Ownership history in MONEYWISE, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which MONEYWISE, INC. reported a position in VANGUARD INDEX FDS (VV). 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 | 48,158 | +9,404 | +24.3% | 6.31% | $15.2M | $314.80 |
| 2025 Q3 | REDUCED | 38,754 | -497 | -1.3% | 5.40% | $11.9M | $307.02 |
| 2025 Q2 | REDUCED | 39,251 | -15,813 | -28.7% | 5.25% | $11.2M | $283.76 |
| 2025 Q1 | ADDED | 55,064 | +4,156 | +8.2% | 7.49% | $14.2M | $254.88 |
| 2024 Q4 | ADDED | 50,908 | +10,040 | +24.6% | 6.88% | $13.7M | $266.54 |
| 2024 Q3 | ADDED | 40,868 | +17,110 | +72.0% | 5.29% | $10.8M | $259.40 |
| 2024 Q2 | ADDED | 23,758 | +10,629 | +81.0% | 3.14% | $5.9M | $245.18 |
| 2024 Q1 | INITIATED | 13,129 | — | — | 1.71% | $3.1M | — |
As of 2025 Q4 — sorted by position size