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 (VXF). 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 | 21,200 | -13,909 | -39.6% | 0.99% | $4.4M | $209.12 |
| 2025 Q3 | REDUCED | 35,109 | -20,138 | -36.5% | 1.70% | $7.3M | $208.69 |
| 2025 Q2 | REDUCED | 55,247 | -24,518 | -30.7% | 2.71% | $10.6M | $191.59 |
| 2025 Q1 | REDUCED | 79,765 | -4,075 | -4.9% | 4.03% | $13.7M | $170.78 |
| 2024 Q4 | ADDED | 83,840 | +403 | +0.5% | 4.60% | $15.9M | $187.71 |
| 2024 Q3 | ADDED | 83,437 | +1,204 | +1.5% | 4.42% | $15.2M | $179.28 |
| 2024 Q2 | REDUCED | 82,233 | -632 | -0.8% | 4.19% | $13.9M | $165.83 |
| 2024 Q1 | REDUCED | 82,865 | -3,717 | -4.3% | 4.35% | $14.1M | $171.63 |
| 2023 Q4 | INITIATED | 86,582 | — | — | 4.63% | $14.0M | — |
As of 2025 Q4 — sorted by position size