Ownership history in Yoder Wealth Management, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. reported a position in VANGUARD INDEX FDS (VTI). 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 | ADDED | 11,354 | +62 | +0.5% | 1.73% | $3.8M | $335.27 |
| 2025 Q3 | REDUCED | 11,292 | -117 | -1.0% | 1.75% | $3.7M | $327.24 |
| 2025 Q2 | REDUCED | 11,409 | -38 | -0.3% | 1.81% | $3.5M | $302.23 |
| 2025 Q1 | ADDED | 11,447 | +119 | +1.1% | 1.77% | $3.1M | $272.48 |
| 2024 Q4 | ADDED | 11,328 | +7,067 | +165.9% | 1.81% | $3.3M | $286.32 |
| 2024 Q3 | ADDED | 4,261 | +36 | +0.9% | 0.72% | $1.2M | $278.85 |
| 2024 Q2 | ADDED | 4,225 | +76 | +1.8% | 0.73% | $1.1M | $262.63 |
| 2024 Q1 | ADDED | 4,149 | +84 | +2.1% | 0.70% | $1.1M | $254.25 |
| 2023 Q4 | ADDED | 4,065 | +82 | +2.1% | 0.68% | $964K | $231.25 |
| 2023 Q3 | ADDED | 3,983 | +81 | +2.1% | 0.70% | $846K | $206.18 |
As of 2025 Q4 — sorted by position size