VIG — VANGUARD GROUP

Ownership history in Seven Springs Wealth Group, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Seven Springs Wealth Group, LLC reported a position in VANGUARD GROUP (VIG). 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.

Peak position
2.69% (2020 Q3)
Avg. % of fund
2.08%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 27,647 -114 -0.4% 1.74% $6.1M $219.78
2025 Q3 UNCHANGED 27,761 — 0% 1.45% $6.0M $214.93
2025 Q2 REDUCED 27,761 -85 -0.3% 1.41% $5.7M $203.03
2025 Q1 REDUCED 27,846 -195 -0.7% 1.93% $5.4M $191.61
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VIG price (monthly, adj. close)

Other funds also holding VIG

As of 2025 Q4 — sorted by position size

Hubbell Strickland Wealth Management, LLC 3Y 30.44% 360 Financial, Inc. 3Y 24.96% Frazier Financial Advisors, LLC 24.96% Ball & Co Wealth Management Inc. 17.62% KITCHING PARTNERS, LLC 15.96% Ariston Services Group 15.11% KilterHowling LLC 15.1% AMARA FINANCIAL, LLC. 14.91% FIDELIS iM, LLC 3Y 14.65% Granite FO LLC 14.44%
← Back to Seven Springs Wealth Group, LLC Holdings