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 (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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 46,671 | +19 | +0.0% | 5.96% | $22.8M | $487.86 |
| 2025 Q3 | REDUCED | 46,652 | -132 | -0.3% | 6.04% | $22.4M | $479.12 |
| 2025 Q2 | ADDED | 46,784 | +1,287 | +2.8% | 5.92% | $20.5M | $437.49 |
| 2025 Q1 | ADDED | 45,497 | +463 | +1.0% | 5.28% | $16.9M | $369.62 |
| 2024 Q4 | REDUCED | 45,034 | -404 | -0.9% | 5.92% | $18.5M | $408.58 |
| 2024 Q3 | REDUCED | 45,438 | -25 | -0.1% | 5.53% | $17.4M | $381.70 |
| 2024 Q2 | REDUCED | 45,463 | -392 | -0.9% | 5.81% | $17.0M | $371.40 |
| 2024 Q1 | ADDED | 45,855 | +708 | +1.6% | 5.47% | $15.8M | $341.38 |
| 2023 Q4 | ADDED | 45,147 | +1,012 | +2.3% | 5.25% | $14.0M | $307.92 |
| 2023 Q3 | ADDED | 44,135 | +811 | +1.9% | 5.02% | $12.0M | $269.20 |
As of 2025 Q4 — sorted by position size