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 |
| 2024 Q4 | REDUCED | 44,839 | -306 | -0.7% | 6.98% | $24.2M | $532.26 |
| 2024 Q3 | ADDED | 45,145 | +2 | +0.0% | 6.93% | $23.8M | $519.60 |
| 2024 Q2 | REDUCED | 45,143 | -628 | -1.4% | 6.82% | $22.6M | $490.95 |
| 2024 Q1 | ADDED | 45,771 | +840 | +1.9% | 6.75% | $21.9M | $470.20 |
| 2023 Q4 | INITIATED | 44,931 | — | — | 6.74% | $20.4M | — |
As of 2025 Q4 — sorted by position size