VIG VANGUARD GROUP

Ownership history in Weaver Consulting Group  ·  28 quarters on record

This page tracks every 13F SEC filing in which Weaver Consulting Group reported a position in VANGUARD GROUP (VIG). 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.

Peak position
4.49% (2021 Q1)
Avg. % of fund
2.9%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 36,373 +671 +1.9% 1.95% $8.0M $219.78
2025 Q3 REDUCED 35,702 -848 -2.3% 1.96% $7.7M $214.93
2025 Q2 REDUCED 36,550 -179 -0.5% 2.07% $7.5M $203.03
2025 Q1 REDUCED 36,729 -307 -0.8% 2.15% $7.1M $191.61
2024 Q4 ADDED 37,036 +1,490 +4.2% 2.23% $7.3M $192.50
2024 Q3 REDUCED 35,546 -61 -0.2% 2.24% $7.0M $193.83
2024 Q2 REDUCED 35,607 -29 -0.1% 2.27% $6.5M $177.90
2024 Q1 ADDED 35,636 +789 +2.3% 2.41% $6.5M $177.09
2023 Q4 REDUCED 34,847 -73 -0.2% 2.41% $5.9M $164.55
2023 Q3 REDUCED 34,920 -387 -1.1% 2.45% $5.4M $149.23
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VIG price (monthly, adj. close)
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