Ownership history in Selective Wealth Management, Inc. · 23 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in VANGUARD INDEX FDS (VOO). 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 | 118,716 | -3,058 | -2.5% | 23.59% | $75.6M | $627.13 |
| 2025 Q3 | REDUCED | 121,774 | -1,349 | -1.1% | 24.11% | $74.9M | $610.65 |
| 2025 Q2 | REDUCED | 123,123 | -2,576 | -2.0% | 25.79% | $70.6M | $564.81 |
| 2025 Q1 | REDUCED | 125,699 | -4,278 | -3.3% | 26.83% | $61.7M | $509.43 |
| 2024 Q4 | REDUCED | 129,977 | -52 | -0.0% | 28.25% | $69.6M | $532.26 |
| 2024 Q3 | REDUCED | 130,029 | -3,521 | -2.6% | 28.45% | $68.5M | $519.60 |
| 2024 Q2 | REDUCED | 133,550 | -1,437 | -1.1% | 30.05% | $68.2M | $490.95 |
| 2024 Q1 | ADDED | 134,987 | +4,045 | +3.1% | 27.72% | $63.8M | $470.20 |
| 2023 Q4 | ADDED | 130,942 | +6,721 | +5.4% | 28.32% | $56.2M | $425.89 |
| 2023 Q3 | REDUCED | 124,221 | -639 | -0.5% | 26.63% | $48.5M | $381.32 |
As of 2025 Q4 — sorted by position size