Ownership history in Stone Summit Wealth LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Stone Summit 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 | ADDED | 15,740 | +358 | +2.3% | 2.08% | $7.7M | $487.86 |
| 2025 Q3 | ADDED | 15,382 | +7,144 | +86.7% | 2.09% | $7.4M | $479.12 |
| 2025 Q2 | ADDED | 8,238 | +1,795 | +27.9% | 1.12% | $3.6M | $437.49 |
| 2025 Q1 | ADDED | 6,443 | +398 | +6.6% | 0.81% | $2.4M | $369.62 |
| 2024 Q4 | ADDED | 6,045 | +105 | +1.8% | 0.83% | $2.5M | $408.58 |
| 2024 Q3 | ADDED | 5,940 | +381 | +6.9% | 0.74% | $2.3M | $381.70 |
| 2024 Q2 | ADDED | 5,559 | +103 | +1.9% | 0.75% | $2.1M | $371.40 |
| 2024 Q1 | ADDED | 5,456 | +66 | +1.2% | 0.65% | $1.9M | $341.38 |
| 2023 Q4 | REDUCED | 5,390 | -430 | -7.4% | 0.64% | $1.7M | $307.92 |
| 2023 Q3 | ADDED | 5,820 | +159 | +2.8% | 0.68% | $1.6M | $269.20 |
As of 2025 Q4 — sorted by position size