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 (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 | 27,602 | +4,258 | +18.2% | 2.50% | $8.0M | $290.22 |
| 2025 Q3 | ADDED | 23,344 | +7,056 | +43.3% | 2.29% | $6.9M | $292.59 |
| 2025 Q2 | ADDED | 16,288 | +4,635 | +39.8% | 1.78% | $4.6M | $277.75 |
| 2025 Q1 | ADDED | 11,653 | +4,731 | +68.3% | 1.49% | $3.0M | $255.71 |
| 2024 Q4 | REDUCED | 6,922 | -2,507 | -26.6% | 0.98% | $1.8M | $260.00 |
| 2024 Q3 | ADDED | 9,429 | +803 | +9.3% | 1.34% | $2.5M | $258.65 |
| 2024 Q2 | REDUCED | 8,626 | -8 | -0.1% | 1.31% | $2.1M | $236.49 |
| 2024 Q1 | ADDED | 8,634 | +5,248 | +155.0% | 1.45% | $2.2M | $243.13 |
| 2023 Q4 | INITIATED | 3,386 | — | — | 0.65% | $788K | — |
As of 2025 Q4 — sorted by position size