Ownership history in PDS Planning, Inc · 27 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc reported a position in VANGUARD INDEX FDS (VO). 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 | 227,783 | +3,913 | +1.7% | 4.42% | $66.1M | $290.22 |
| 2025 Q3 | ADDED | 223,870 | +4,787 | +2.2% | 4.55% | $65.8M | $292.59 |
| 2025 Q2 | ADDED | 219,083 | +11,508 | +5.5% | 4.57% | $61.3M | $277.75 |
| 2025 Q1 | ADDED | 207,575 | +4,966 | +2.5% | 4.53% | $53.7M | $255.71 |
| 2024 Q4 | ADDED | 202,609 | +3,198 | +1.6% | 4.75% | $53.5M | $260.00 |
| 2024 Q3 | ADDED | 199,411 | +161,500 | +426.0% | 4.72% | $52.6M | $258.65 |
| 2024 Q2 | ADDED | 37,911 | +2,237 | +6.3% | 0.93% | $9.2M | $236.49 |
| 2024 Q1 | ADDED | 35,674 | +411 | +1.2% | 0.94% | $8.9M | $243.13 |
| 2023 Q4 | ADDED | 35,263 | +3,225 | +10.1% | 0.93% | $8.2M | $225.48 |
| 2023 Q3 | ADDED | 32,038 | +2,417 | +8.2% | 0.86% | $6.7M | $200.79 |
As of 2025 Q4 — sorted by position size