Ownership history in TL Private Wealth · 25 quarters on record
This page tracks every 13F SEC filing in which TL Private Wealth reported a position in VANGUARD INDEX FDS (VTV). 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 | 235,176 | +2,263 | +1.0% | 17.82% | $46.3M | $190.99 |
| 2025 Q3 | ADDED | 232,913 | +993 | +0.4% | 17.24% | $43.0M | $185.53 |
| 2025 Q2 | ADDED | 231,920 | +4,649 | +2.0% | 17.16% | $41.3M | $174.94 |
| 2025 Q1 | ADDED | 227,271 | +4,646 | +2.1% | 17.30% | $34.9M | $170.05 |
| 2024 Q4 | REDUCED | 222,625 | -4,100 | -1.8% | 17.19% | $38.4M | $165.69 |
| 2024 Q3 | ADDED | 226,725 | +2,692 | +1.2% | 17.59% | $39.3M | $169.87 |
| 2024 Q2 | ADDED | 224,033 | +93 | +0.0% | 16.94% | $37.5M | $155.27 |
| 2024 Q1 | ADDED | 223,940 | +1,521 | +0.7% | 17.79% | $36.0M | $156.64 |
| 2023 Q4 | ADDED | 222,419 | +3,409 | +1.6% | 17.15% | $33.3M | $142.89 |
| 2023 Q3 | ADDED | 219,010 | +11,935 | +5.8% | 17.22% | $30.1M | $130.92 |
As of 2025 Q4 — sorted by position size