VV — VANGUARD

Ownership history in Wealth Architects, LLC  ·  45 quarters on record

This page tracks every 13F SEC filing in which Wealth Architects, LLC reported a position in VANGUARD (VV). 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
4.3% (2016 Q1)
Avg. % of fund
2.95%
First filed
2014 Q4
Last filed
2025 Q4
Quarters held
45
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 66,765 -2,751 -4.0% 1.89% $21.0M $314.80
2025 Q3 REDUCED 69,516 -728 -1.0% 2.02% $21.4M $307.02
2025 Q2 REDUCED 70,244 -115,847 -62.3% 2.04% $20.0M $283.76
2025 Q1 ADDED 186,091 +118,118 +173.8% 0.48% $4.4M $254.88
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VV price (monthly, adj. close)

Other funds also holding VV

As of 2025 Q4 — sorted by position size

Johnson Financial Group, LLC 3Y 7Y 48.94% Addis & Hill, Inc 39.61% Henson-Edgewater Management, LLC 39.61% Mason & Associates, LLC 30.52% Wealthquest Corp 3Y 7Y 28.0% Financial Planning Navigators CORP 24.76% JUNCTURE WEALTH STRATEGIES, LLC 3Y 7Y 24.44% MilWealth Group LLC 21.95% James J. Burns & Company, LLC 3Y 21.75% Voya Financial Advisors, Inc. 3Y 7Y 21.27%
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