Ownership history in WorthPointe, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which WorthPointe, LLC reported a position in VANGUARD INDEX FDS (VOO). 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 | 27,673 | -142 | -0.5% | 4.56% | $17.4M | $627.13 |
| 2025 Q3 | ADDED | 27,815 | +173 | +0.6% | 6.38% | $17.0M | $610.65 |
| 2025 Q2 | ADDED | 27,642 | +2,776 | +11.2% | 6.61% | $15.7M | $564.81 |
| 2025 Q1 | REDUCED | 24,866 | -1,282 | -4.9% | 5.72% | $12.8M | $509.43 |
| 2024 Q4 | ADDED | 26,148 | +1,972 | +8.2% | 5.74% | $14.1M | $532.26 |
| 2024 Q3 | ADDED | 24,176 | +963 | +4.1% | 5.37% | $12.8M | $519.60 |
| 2024 Q2 | INITIATED | 23,213 | — | — | 5.29% | $11.6M | — |
As of 2025 Q4 — sorted by position size