VUG — VANGUARD INDEX FDS

Ownership history in AMARA FINANCIAL, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which AMARA FINANCIAL, LLC. reported a position in VANGUARD INDEX FDS (VUG). 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.

Peak position
0.69% (2025 Q2)
Avg. % of fund
0.64%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,784 +1 +0.1% 0.60% $870K $487.86
2025 Q3 ADDED 1,783 +4 +0.2% 0.63% $855K $479.12
2025 Q2 REDUCED 1,779 -10 -0.6% 0.69% $780K $437.49
2025 Q1 ADDED 1,789 +1 +0.1% 0.61% $663K $369.62
2024 Q4 ADDED 1,788 +2 +0.1% 0.68% $734K $408.58
2024 Q3 INITIATED 1,786 — — 0.66% $686K $381.70
% of Fund (quarterly)    VUG price (monthly, adj. close)

Other funds also holding VUG

As of 2025 Q4 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 31.56% GOLDEN ROAD ADVISORS LLC 31.16% Fee-Only Financial Planning, L.C. 3Y 30.43% Balentine LLC 3Y 7Y 29.44% Carter Financial, LLC 27.39% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% Dougherty Wealth Advisers LLC 3Y 7Y 22.49% STEVENS CAPITAL PARTNERS 3Y 21.41%
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