Ownership history in Wealth Group Ltd · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in Vanguard (VOO). 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 | 35,727 | -4,797 | -11.8% | 5.01% | $22.4M | $627.13 |
| 2025 Q3 | REDUCED | 40,524 | -2,710 | -6.3% | 5.74% | $24.8M | $610.65 |
| 2025 Q2 | REDUCED | 43,234 | -4,456 | -9.3% | 6.25% | $24.6M | $564.81 |
| 2025 Q1 | ADDED | 47,690 | +2,851 | +6.4% | 7.18% | $24.5M | $509.43 |
As of 2025 Q4 — sorted by position size