Ownership history in Wiser Advisor Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in VANGUARD SMALL (VB). 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 | 6,984 | -50 | -0.7% | 2.06% | $1.8M | $257.95 |
| 2025 Q3 | ADDED | 7,034 | +60 | +0.9% | 2.22% | $1.8M | $253.38 |
| 2025 Q2 | REDUCED | 6,974 | -1,044 | -13.0% | 2.87% | $1.7M | $235.40 |
| 2025 Q1 | REDUCED | 8,018 | -1,546 | -16.2% | 2.63% | $1.8M | $219.54 |
| 2024 Q4 | ADDED | 9,564 | +34 | +0.4% | 3.34% | $2.3M | $236.92 |
| 2024 Q3 | REDUCED | 9,530 | -434 | -4.4% | 3.37% | $2.3M | $233.03 |
| 2024 Q2 | REDUCED | 9,964 | -154 | -1.5% | 3.42% | $2.2M | $213.56 |
| 2024 Q1 | REDUCED | 10,118 | -77 | -0.8% | 3.63% | $2.3M | $223.02 |
| 2023 Q4 | INITIATED | 10,195 | — | — | 3.62% | $2.2M | — |
As of 2025 Q4 — sorted by position size