Ownership history in WMS Partners, LLC · 48 quarters on record
This page tracks every 13F SEC filing in which WMS Partners, LLC reported a position in VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF (VT). 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 Q3 | UNCHANGED | 89,825 | — | 0% | 0.59% | $10.6M | $136.39 |
| 2025 Q2 | UNCHANGED | 89,825 | — | 0% | 0.59% | $10.6M | $126.76 |
| 2025 Q1 | UNCHANGED | 89,825 | — | 0% | 0.59% | $10.6M | $113.82 |
| 2024 Q4 | REDUCED | 89,825 | -2,688 | -2.9% | 0.59% | $10.6M | $114.94 |
| 2024 Q3 | REDUCED | 92,513 | -4,038 | -4.2% | 0.62% | $11.1M | $116.25 |
| 2024 Q2 | REDUCED | 96,551 | -8,571 | -8.2% | 0.70% | $10.9M | $109.00 |
| 2024 Q1 | REDUCED | 105,122 | -18,163 | -14.7% | 0.80% | $11.6M | $106.39 |
| 2023 Q4 | REDUCED | 123,285 | -16,715 | -11.9% | 0.93% | $12.7M | $98.67 |
| 2023 Q3 | REDUCED | 140,000 | -4,700 | -3.2% | 1.03% | $13.0M | $88.66 |
| 2023 Q2 | REDUCED | 144,700 | -18,013 | -11.1% | 1.10% | $14.0M | $91.89 |
As of 2025 Q4 — sorted by position size