Ownership history in Peninsula Wealth, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Peninsula Wealth, LLC reported a position in VANGUARD INDEX FDS (VUG). 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 | 137,745 | -790 | -0.6% | 9.64% | $56.5M | $408.58 |
| 2024 Q3 | REDUCED | 138,535 | -2,924 | -2.1% | 9.42% | $53.9M | $381.70 |
| 2024 Q2 | ADDED | 141,459 | +139,568 | +7380.6% | 10.21% | $54.6M | $371.40 |
| 2024 Q1 | REDUCED | 1,891 | -227,682 | -99.2% | 0.19% | $651K | $341.38 |
| 2023 Q4 | REDUCED | 229,573 | -18,693 | -7.5% | 14.72% | $71.4M | $307.92 |
| 2023 Q3 | ADDED | 248,266 | +1,761 | +0.7% | 15.73% | $67.2M | $269.20 |
| 2023 Q2 | ADDED | 246,505 | +131 | +0.1% | 18.23% | $69.8M | $279.35 |
| 2023 Q1 | ADDED | 246,374 | +1,657 | +0.7% | 17.74% | $61.5M | $245.90 |
| 2022 Q4 | ADDED | 244,717 | +6,359 | +2.7% | 16.41% | $52.2M | $209.71 |
| 2022 Q3 | REDUCED | 238,358 | -300 | -0.1% | 18.00% | $51.0M | $210.10 |
As of 2025 Q4 — sorted by position size