Ownership history in Navalign, LLC · 20 quarters on record
This page tracks every 13F SEC filing in which Navalign, LLC reported a position in VANGUARD INDEX FDS (VNQ). 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 | 132,823 | +9,339 | +7.6% | 2.88% | $11.8M | $88.49 |
| 2025 Q3 | ADDED | 123,484 | +3,951 | +3.3% | 2.98% | $11.3M | $90.59 |
| 2025 Q2 | ADDED | 119,533 | +2,063 | +1.8% | 2.94% | $10.6M | $87.42 |
| 2025 Q1 | REDUCED | 117,470 | -638 | -0.5% | 3.03% | $10.6M | $88.01 |
| 2024 Q4 | ADDED | 118,108 | +968 | +0.8% | 3.09% | $10.5M | $85.71 |
| 2024 Q3 | REDUCED | 117,140 | -3,673 | -3.0% | 3.36% | $11.4M | $92.83 |
| 2024 Q2 | ADDED | 120,813 | +105 | +0.1% | 3.19% | $10.1M | $79.15 |
| 2024 Q1 | REDUCED | 120,708 | -45,610 | -27.4% | 3.46% | $10.4M | $80.72 |
| 2023 Q4 | ADDED | 166,318 | +14,359 | +9.4% | 5.13% | $14.7M | $81.77 |
| 2023 Q3 | ADDED | 151,959 | +3,337 | +2.2% | 4.37% | $11.5M | $69.17 |
As of 2025 Q4 — sorted by position size