VIG VANGUARD

Ownership history in Wealth Architects, LLC  ·  35 quarters on record

This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in VANGUARD (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
6.72% (2021 Q4)
Avg. % of fund
5.28%
First filed
2015 Q2
Last filed
2025 Q4
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 245,249 +1,187 +0.5% 4.86% $53.9M $219.78
2025 Q3 REDUCED 244,062 -5,698 -2.3% 4.97% $52.7M $214.93
2025 Q2 REDUCED 249,760 -379,001 -60.3% 5.19% $51.1M $203.03
2025 Q1 ADDED 628,761 +382,807 +155.6% 4.30% $39.0M $191.61
2024 Q4 ADDED 245,954 +9,317 +3.9% 5.44% $48.2M $192.50
2024 Q3 ADDED 236,637 +8,943 +3.9% 5.30% $46.9M $193.83
2024 Q2 REDUCED 227,694 -3,601 -1.6% 5.08% $41.6M $177.90
2024 Q1 REDUCED 231,295 -4,591 -1.9% 5.57% $42.2M $177.09
2023 Q4 ADDED 235,886 +1,020 +0.4% 5.64% $40.2M $164.55
2023 Q3 REDUCED 234,866 -3,319 -1.4% 6.21% $36.5M $149.23
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% of Fund (quarterly)    VIG price (monthly, adj. close)
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