Ownership history in Peninsula Wealth, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which Peninsula Wealth, LLC reported a position in VANGUARD INDEX FDS (VB). 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 37,198 | -436 | -1.2% | 1.52% | $8.9M | $236.92 |
| 2024 Q3 | REDUCED | 37,634 | -1,034 | -2.7% | 1.59% | $9.1M | $233.03 |
| 2024 Q2 | REDUCED | 38,668 | -44,762 | -53.7% | 1.63% | $8.7M | $213.56 |
| 2023 Q4 | ADDED | 83,430 | +8,518 | +11.4% | 3.67% | $17.8M | $207.51 |
| 2023 Q3 | REDUCED | 74,912 | -55 | -0.1% | 3.13% | $13.4M | $182.97 |
| 2023 Q2 | ADDED | 74,967 | +970 | +1.3% | 3.90% | $14.9M | $191.74 |
| 2023 Q1 | ADDED | 73,997 | +581 | +0.8% | 4.05% | $14.0M | $182.03 |
| 2022 Q4 | ADDED | 73,416 | +208 | +0.3% | 4.24% | $13.5M | $175.53 |
| 2022 Q3 | ADDED | 73,208 | +400 | +0.5% | 4.42% | $12.5M | $162.48 |
| 2022 Q2 | ADDED | 72,808 | +355 | +0.5% | 4.34% | $12.8M | $166.80 |
As of 2025 Q4 — sorted by position size