VUG VANGUARD INDEX FDS

Ownership history in Vise Technologies, Inc.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Vise Technologies, Inc. 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.

Peak position
1.14% (2025 Q4)
Avg. % of fund
0.47%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 119,316 +77,940 +188.4% 1.14% $58.2M $487.86
2025 Q3 ADDED 41,376 +29,773 +256.6% 0.74% $19.8M $479.12
2025 Q2 ADDED 11,603 +4,692 +67.9% 0.21% $5.1M $437.49
2024 Q4 REDUCED 6,911 -107 -1.5% 0.24% $2.8M $408.58
2024 Q3 ADDED 7,018 +281 +4.2% 0.34% $2.7M $381.70
2024 Q2 REDUCED 6,737 -521 -7.2% 0.44% $2.5M $371.40
2024 Q1 ADDED 7,258 +65 +0.9% 0.49% $2.5M $341.38
2023 Q4 ADDED 7,193 +5,248 +269.8% 0.48% $2.2M $307.92
2023 Q3 INITIATED 1,945 0.13% $530K
% of Fund (quarterly)    VUG price (monthly, adj. close)
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