Ownership history in PRIVATE CLIENT SERVICES, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 21,566 | +3,323 | +18.2% | 1.74% | $5.6M | $257.95 |
| 2025 Q3 | ADDED | 18,243 | +5,951 | +48.4% | 1.55% | $4.6M | $253.38 |
| 2025 Q2 | ADDED | 12,292 | +3,046 | +32.9% | 1.13% | $2.9M | $235.40 |
| 2025 Q1 | ADDED | 9,246 | +3,566 | +62.8% | 1.01% | $2.1M | $219.54 |
| 2024 Q4 | REDUCED | 5,680 | -2,326 | -29.1% | 0.73% | $1.4M | $236.92 |
| 2024 Q3 | ADDED | 8,006 | +441 | +5.8% | 1.02% | $1.9M | $233.03 |
| 2024 Q2 | ADDED | 7,565 | +77 | +1.0% | 1.04% | $1.6M | $213.56 |
| 2024 Q1 | REDUCED | 7,488 | -3,382 | -31.1% | 1.15% | $1.7M | $223.02 |
| 2023 Q4 | INITIATED | 10,870 | — | — | 1.90% | $2.3M | — |
As of 2025 Q4 — sorted by position size