Ownership history in Truepoint, Inc. · 71 quarters on record
This page tracks every 13F SEC filing in which Truepoint, Inc. reported a position in VANGUARD INDEX FDS GROWTH ETF (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 | REDUCED | 413,468 | -7,004 | -1.7% | 4.54% | $201.7M | $487.86 |
| 2025 Q3 | REDUCED | 420,472 | -5,047 | -1.2% | 4.69% | $201.7M | $479.12 |
| 2025 Q2 | ADDED | 425,519 | +7,648 | +1.8% | 4.64% | $186.5M | $437.49 |
| 2025 Q1 | ADDED | 417,871 | +6,685 | +1.6% | 4.20% | $155.0M | $369.62 |
As of 2025 Q4 — sorted by position size