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 GROWTH INDEX FUND (VUG). 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 | 75,755 | -3,084 | -3.9% | 13.43% | $37.0M | $487.86 |
| 2025 Q3 | REDUCED | 78,839 | -1,422 | -1.8% | 14.43% | $37.8M | $479.12 |
| 2025 Q2 | ADDED | 80,261 | +265 | +0.3% | 14.54% | $35.2M | $437.49 |
| 2025 Q1 | REDUCED | 79,996 | -72 | -0.1% | 13.70% | $29.7M | $369.62 |
| 2024 Q4 | ADDED | 80,068 | +957 | +1.2% | 15.70% | $32.9M | $408.58 |
| 2024 Q3 | ADDED | 79,111 | +1,655 | +2.1% | 14.99% | $30.4M | $381.70 |
| 2024 Q2 | ADDED | 77,456 | +2,025 | +2.7% | 15.99% | $29.0M | $371.40 |
| 2024 Q1 | ADDED | 75,431 | +2,019 | +2.8% | 15.30% | $26.0M | $341.38 |
| 2023 Q4 | ADDED | 73,412 | +1,597 | +2.2% | 15.98% | $22.8M | $307.92 |
| 2023 Q3 | ADDED | 71,815 | +2,472 | +3.6% | 15.45% | $19.6M | $269.20 |
As of 2025 Q4 — sorted by position size