Ownership history in WEALTHSPAN PARTNERS, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, LLC reported a position in VANGUARD MID-CAP INDEX FUND (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 | 17,280 | +1,405 | +8.9% | 1.82% | $5.0M | $290.22 |
| 2025 Q3 | ADDED | 15,875 | +4,292 | +37.1% | 1.78% | $4.7M | $292.59 |
| 2025 Q2 | ADDED | 11,583 | +308 | +2.7% | 1.34% | $3.2M | $277.75 |
| 2025 Q1 | REDUCED | 11,275 | -465 | -4.0% | 1.35% | $2.9M | $255.71 |
As of 2025 Q4 — sorted by position size