Ownership history in REDW Wealth LLC · 37 quarters on record
This page tracks every 13F SEC filing in which REDW 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 5,751 | -266 | -4.4% | 1.07% | $2.8M | $487.86 |
| 2025 Q3 | REDUCED | 6,017 | -28 | -0.5% | 1.09% | $2.9M | $479.12 |
| 2025 Q2 | ADDED | 6,045 | +141 | +2.4% | 1.05% | $2.7M | $437.49 |
| 2025 Q1 | ADDED | 5,904 | +1,362 | +30.0% | 0.81% | $2.2M | $369.62 |
| 2024 Q4 | REDUCED | 4,542 | -1,758 | -27.9% | 0.65% | $1.9M | $408.58 |
| 2024 Q3 | REDUCED | 6,300 | -105 | -1.6% | 0.62% | $2.4M | $381.70 |
| 2024 Q2 | ADDED | 6,405 | +251 | +4.1% | 0.63% | $2.4M | $371.40 |
| 2024 Q1 | ADDED | 6,154 | +178 | +3.0% | 0.57% | $2.1M | $341.38 |
| 2023 Q4 | REDUCED | 5,976 | -856 | -12.5% | 0.53% | $1.9M | $307.92 |
| 2023 Q3 | REDUCED | 6,832 | -1,300 | -16.0% | 0.57% | $1.9M | $269.20 |
As of 2025 Q4 — sorted by position size