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 (VTI). 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 | ADDED | 7,773 | +293 | +3.9% | 0.58% | $2.6M | $335.27 |
| 2025 Q3 | ADDED | 7,480 | +2,329 | +45.2% | 0.57% | $2.5M | $327.24 |
| 2025 Q2 | ADDED | 5,151 | +15 | +0.3% | 0.40% | $1.6M | $302.23 |
| 2025 Q1 | ADDED | 5,136 | +1 | +0.0% | 0.41% | $1.4M | $272.48 |
| 2024 Q4 | REDUCED | 5,135 | -43 | -0.8% | 0.43% | $1.5M | $286.32 |
| 2024 Q3 | REDUCED | 5,178 | -17 | -0.3% | 0.43% | $1.5M | $278.85 |
| 2024 Q2 | REDUCED | 5,195 | -663 | -11.3% | 0.42% | $1.4M | $262.63 |
| 2024 Q1 | ADDED | 5,858 | +662 | +12.7% | 0.47% | $1.5M | $254.25 |
| 2023 Q4 | INITIATED | 5,196 | — | — | 0.42% | $1.3M | — |
As of 2025 Q4 — sorted by position size