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 Mid Cap (VO). 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 | 16,936 | -830 | -4.7% | 1.22% | $4.9M | $290.22 |
| 2025 Q3 | REDUCED | 17,766 | -316 | -1.7% | 1.33% | $5.2M | $292.59 |
| 2025 Q2 | ADDED | 18,082 | +941 | +5.5% | 1.39% | $5.1M | $277.75 |
| 2025 Q1 | ADDED | 17,141 | +296 | +1.8% | 1.48% | $4.4M | $255.71 |
| 2024 Q4 | ADDED | 16,845 | +1,164 | +7.4% | 1.48% | $4.4M | $260.00 |
| 2024 Q3 | REDUCED | 15,681 | -2,093 | -11.8% | 1.51% | $4.1M | $258.65 |
| 2024 Q2 | REDUCED | 17,774 | -156 | -0.9% | 1.37% | $4.3M | $236.49 |
| 2024 Q1 | ADDED | 17,930 | +2,112 | +13.4% | 1.47% | $4.5M | $243.13 |
| 2023 Q4 | ADDED | 15,818 | +4,476 | +39.5% | 1.36% | $3.7M | $225.48 |
| 2023 Q3 | ADDED | 11,342 | +151 | +1.3% | 0.98% | $2.4M | $200.79 |
As of 2025 Q4 — sorted by position size