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 VALUE INDEX FUND (VTV). 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 | 132,245 | +1,030 | +0.8% | 9.18% | $25.3M | $190.99 |
| 2025 Q3 | REDUCED | 131,215 | -896 | -0.7% | 9.34% | $24.5M | $185.53 |
| 2025 Q2 | REDUCED | 132,111 | -722 | -0.5% | 9.65% | $23.3M | $174.94 |
| 2025 Q1 | ADDED | 132,833 | +2,012 | +1.5% | 10.60% | $22.9M | $170.05 |
| 2024 Q4 | ADDED | 130,821 | +2,921 | +2.3% | 10.58% | $22.1M | $165.69 |
| 2024 Q3 | ADDED | 127,900 | +5,776 | +4.7% | 11.02% | $22.3M | $169.87 |
| 2024 Q2 | ADDED | 122,124 | +7,894 | +6.9% | 10.81% | $19.6M | $155.27 |
| 2024 Q1 | ADDED | 114,230 | +8,326 | +7.9% | 10.96% | $18.6M | $156.64 |
| 2023 Q4 | ADDED | 105,904 | +2,775 | +2.7% | 11.08% | $15.8M | $142.89 |
| 2023 Q3 | ADDED | 103,129 | +3,681 | +3.7% | 11.24% | $14.2M | $130.92 |
As of 2025 Q4 — sorted by position size