SEC 13F Intelligence

Vance Wealth, LLC / PG

Vance Wealth, LLC’s Procter & Gamble Co Position

Does Vance Wealth, LLC own Procter & Gamble Co (PG)? Yes83.4K shares worth $12M (+3.48% of its 13F portfolio) as of Q1 2026, up from 83.2K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
83.4K
% of Portfolio
+3.48%
Quarters Held
18
currently held

Position History PG

Reported value by quarter
Q4 ’21: $300,000Q4 ’21Q1 ’22: $840,000Q2 ’22: $769,000Q3 ’22: $660,000Q3 ’22Q4 ’22: $784,626Q1 ’23: $801,290Q2 ’23: $13MQ2 ’23Q3 ’23: $13MQ4 ’23: $13MQ1 ’24: $14MQ1 ’24Q2 ’24: $14MQ3 ’24: $15MQ4 ’24: $15MQ4 ’24Q1 ’25: $15MQ2 ’25: $14MQ3 ’25: $13MQ3 ’25Q4 ’25: $12MQ1 ’26: $12Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202683.4K$12M+3.48%
Q4 202583.2K$12M+3.54%
Q3 202586.9K$13M+4.11%
Q2 202586.9K$14M+4.67%
Q1 202586.8K$15M+5.56%
Q4 202486.9K$15M+5.62%
Q3 202487.2K$15M+5.72%
Q2 202487.2K$14M+5.90%
Q1 202487.3K$14M+5.64%
Q4 202387.3K$13M+5.55%
Q3 202387.7K$13M+5.98%
Q2 202387.7K$13M+6.06%
Q1 20235.4K$801,290+0.43%
Q4 20225.2K$784,626+0.49%
Q3 20225.2K$660,000+0.51%
Q2 20225.3K$769,000+0.59%
Q1 20225.5K$840,000+1.06%
Q4 20211.8K$300,000+0.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vance Wealth, LLC’s full portfolio or all institutional holders of PG.