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 (VGT). 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 | 33,015 | -2,552 | -7.2% | 5.57% | $24.9M | $753.78 |
| 2025 Q3 | REDUCED | 35,567 | -2,465 | -6.5% | 6.15% | $26.6M | $745.87 |
| 2025 Q2 | REDUCED | 38,032 | -1,519 | -3.8% | 6.42% | $25.2M | $661.84 |
| 2025 Q1 | ADDED | 39,551 | +1,177 | +3.1% | 6.29% | $21.5M | $540.62 |
| 2024 Q4 | ADDED | 38,374 | +946 | +2.5% | 6.90% | $23.9M | $619.00 |
| 2024 Q3 | ADDED | 37,428 | +496 | +1.3% | 6.39% | $22.0M | $583.17 |
| 2024 Q2 | ADDED | 36,932 | +322 | +0.9% | 6.43% | $21.3M | $572.41 |
| 2024 Q1 | ADDED | 36,610 | +1,953 | +5.6% | 5.82% | $18.9M | $519.85 |
| 2023 Q4 | INITIATED | 34,657 | — | — | 5.78% | $17.5M | — |
As of 2025 Q4 — sorted by position size