Ownership history in Prosperity Planning, Inc. · 21 quarters on record
This page tracks every 13F SEC filing in which Prosperity Planning, Inc. reported a position in VANGUARD INDEX FDS (VOT). 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 | 32,398 | +102 | +0.3% | 2.37% | $9.0M | $279.14 |
| 2025 Q3 | REDUCED | 32,296 | -49 | -0.2% | 2.56% | $9.5M | $293.29 |
| 2025 Q2 | ADDED | 32,345 | +794 | +2.5% | 2.65% | $9.2M | $283.49 |
| 2025 Q1 | ADDED | 31,551 | +227 | +0.7% | 2.42% | $7.7M | $243.49 |
| 2024 Q4 | REDUCED | 31,324 | -742 | -2.3% | 2.55% | $7.9M | $252.11 |
| 2024 Q3 | ADDED | 32,066 | +324 | +1.0% | 2.47% | $7.8M | $241.42 |
| 2024 Q2 | ADDED | 31,742 | +374 | +1.2% | 2.49% | $7.3M | $227.25 |
| 2024 Q1 | ADDED | 31,368 | +969 | +3.2% | 2.56% | $7.4M | $233.03 |
| 2023 Q4 | ADDED | 30,399 | +917 | +3.1% | 2.50% | $6.7M | $216.62 |
| 2023 Q3 | ADDED | 29,482 | +963 | +3.4% | 2.40% | $5.7M | $191.65 |
As of 2025 Q4 — sorted by position size