Ownership history in &PARTNERS · 26 quarters on record
This page tracks every 13F SEC filing in which &PARTNERS reported a position in VANGUARD GROUP (VIG). 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 | 575,385 | +51,266 | +9.8% | 0.67% | $127.5M | $219.78 |
| 2025 Q3 | ADDED | 524,119 | +62,509 | +13.5% | 0.73% | $113.2M | $214.93 |
| 2025 Q2 | ADDED | 461,610 | +54,038 | +13.3% | 0.73% | $94.5M | $203.03 |
| 2025 Q1 | ADDED | 407,572 | +107,227 | +35.7% | 0.83% | $78.4M | $191.61 |
| 2024 Q4 | ADDED | 300,345 | +125,445 | +71.7% | 0.71% | $58.9M | $192.50 |
| 2024 Q3 | ADDED | 174,900 | +73,681 | +72.8% | 0.67% | $34.7M | $193.83 |
| 2024 Q2 | ADDED | 101,219 | +68,654 | +210.8% | 0.80% | $18.4M | $177.90 |
| 2024 Q1 | ADDED | 32,565 | +9,143 | +39.0% | 0.82% | $5.9M | $177.09 |
| 2023 Q4 | ADDED | 23,422 | +22,061 | +1620.9% | 0.99% | $4.1M | $164.55 |
| 2023 Q2 | UNCHANGED | 1,361 | — | 0% | 0.10% | $221K | $155.23 |
As of 2025 Q4 — sorted by position size