Ownership history in WP Advisors, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which WP Advisors, LLC reported a position in Vanguard Small Cap Growth (VBK). 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 | 28,934 | -7,903 | -21.5% | 2.18% | $8.7M | $302.11 |
| 2025 Q3 | REDUCED | 36,837 | -1,714 | -4.4% | 2.79% | $11.0M | $297.25 |
| 2025 Q2 | REDUCED | 38,551 | -44 | -0.1% | 2.93% | $10.7M | $276.19 |
| 2025 Q1 | REDUCED | 38,595 | -93 | -0.2% | 3.24% | $9.7M | $250.70 |
| 2024 Q4 | REDUCED | 38,688 | -475 | -1.2% | 3.61% | $10.8M | $278.45 |
| 2024 Q3 | REDUCED | 39,163 | -4,929 | -11.2% | 3.83% | $10.5M | $265.46 |
| 2024 Q2 | REDUCED | 44,092 | -1,580 | -3.5% | 3.52% | $11.0M | $248.07 |
| 2024 Q1 | REDUCED | 45,672 | -612 | -1.3% | 3.91% | $11.9M | $258.14 |
| 2023 Q4 | REDUCED | 46,284 | -796 | -1.7% | 4.14% | $11.2M | $239.00 |
| 2023 Q3 | REDUCED | 47,080 | -336 | -0.7% | 4.17% | $10.1M | $211.17 |
As of 2025 Q4 — sorted by position size