Ownership history in Wealthquest Corp · 16 quarters on record
This page tracks every 13F SEC filing in which Wealthquest Corp reported a position in Vanguard Scottsdate FDS (VONG). 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 | 582,273 | -41,469 | -6.6% | 5.35% | $70.9M | $121.75 |
| 2025 Q3 | REDUCED | 623,742 | -649,159 | -51.0% | 6.00% | $75.2M | $120.36 |
| 2025 Q2 | REDUCED | 1,272,901 | -1,302 | -0.1% | 10.97% | $139.0M | $108.95 |
| 2024 Q4 | ADDED | 1,274,203 | +5,815 | +0.5% | 10.71% | $131.6M | $102.78 |
As of 2025 Q4 — sorted by position size