Ownership history in PACES FERRY WEALTH ADVISORS, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which PACES FERRY WEALTH ADVISORS, LLC reported a position in VANGUARD INDEX FDS (VBK). 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 | 10,700 | +493 | +4.8% | 1.31% | $3.2M | $302.11 |
| 2025 Q3 | ADDED | 10,207 | +49 | +0.5% | 1.26% | $3.0M | $297.25 |
| 2025 Q2 | ADDED | 10,158 | +1,627 | +19.1% | 1.29% | $2.8M | $276.19 |
| 2025 Q1 | ADDED | 8,531 | +752 | +9.7% | 1.07% | $2.1M | $250.70 |
| 2024 Q4 | ADDED | 7,779 | +824 | +11.8% | 1.06% | $2.2M | $278.45 |
| 2024 Q3 | ADDED | 6,955 | +497 | +7.7% | 1.07% | $1.9M | $265.46 |
| 2024 Q2 | ADDED | 6,458 | +642 | +11.0% | 0.97% | $1.6M | $248.07 |
| 2024 Q1 | INITIATED | 5,816 | — | — | 0.97% | $1.5M | — |
As of 2025 Q4 — sorted by position size