Ownership history in REGIMEN WEALTH, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which REGIMEN WEALTH, LLC 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 | REDUCED | 38,204 | -137 | -0.4% | 3.12% | $10.7M | $279.14 |
| 2025 Q3 | REDUCED | 38,341 | -284 | -0.7% | 3.34% | $11.3M | $293.29 |
| 2025 Q2 | ADDED | 38,625 | +8,379 | +27.7% | 3.41% | $11.0M | $283.49 |
| 2025 Q1 | ADDED | 30,246 | +281 | +0.9% | 2.38% | $7.4M | $243.49 |
| 2024 Q4 | REDUCED | 29,965 | -1,642 | -5.2% | 2.48% | $7.6M | $252.11 |
| 2024 Q3 | ADDED | 31,607 | +227 | +0.7% | 2.49% | $7.7M | $241.42 |
| 2024 Q2 | REDUCED | 31,380 | -169 | -0.5% | 2.48% | $7.2M | $227.25 |
| 2024 Q1 | REDUCED | 31,549 | -2,329 | -6.9% | 2.58% | $7.4M | $233.03 |
| 2023 Q4 | REDUCED | 33,878 | -845 | -2.4% | 2.86% | $7.5M | $216.62 |
| 2023 Q3 | REDUCED | 34,723 | -259 | -0.7% | 2.78% | $6.8M | $191.65 |
As of 2025 Q4 — sorted by position size