Ownership history in Wealthquest Corp · 26 quarters on record
This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in VANGUARD INDEX FDS (VO). 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 | 140,437 | +2,678 | +1.9% | 3.08% | $40.8M | $290.22 |
| 2025 Q3 | ADDED | 137,759 | +1,447 | +1.1% | 3.23% | $40.5M | $292.59 |
| 2025 Q2 | ADDED | 136,312 | +9,659 | +7.6% | 3.01% | $38.1M | $277.75 |
| 2024 Q4 | ADDED | 126,653 | +3,607 | +2.9% | 2.72% | $33.5M | $260.00 |
As of 2025 Q4 — sorted by position size