VUG β€” VANGUARD INDEX FDS

Ownership history in Balentine LLC  Β·  17 quarters on record

This page tracks every 13F SEC filing in which Balentine 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
29.44% (2025 Q4)
πŸ“Š Avg. % of fund
13.84%
πŸ“… First filed
2021 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
17

Position Intelligence

Balentine LLC Γ— VUG AI Analytics

πŸ“ˆ Balentine LLC outperformed the S&P 500 by +2.2% annually on this VUG position. Timing score: 62% (10/16 decisions correct). Average cost basis: $322.74. Maximum drawdown during holding period: –26.0%.

πŸ“ˆ Position Alpha vs SPY
+2.2%
annualised excess return

βœ… Outperformed SPY on this position by 2.2% ann.
16 quarters analyzed

⏱️ Timing Score
62%

βœ… Decent timing β€” more right than wrong on entries and exits.
10 of 16 add/trim decisions correct

πŸ’° Entry Quality
$322.74
+51.2% vs current ($487.86)

Best entry: $209.71 (2022 Q4)  Β·  Worst: $487.86 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–26.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
59%
buy-side decisions

10 adds Β· 7 trims. Bought during 3 of 5 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Balentine LLC has been actively increasing its VUG allocation β€” a bullish signal from insiders.
Currently 29.44% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VUG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,590,672 +76,192 +5.0% 29.44% $776.0M $487.86
2025 Q3 ADDED 1,514,480 +208,967 +16.0% 26.76% $726.4M $479.12
2025 Q2 REDUCED 1,305,513 -3,172 -0.2% 22.28% $572.3M $437.49
2025 Q1 REDUCED 1,308,685 -387,646 -22.9% 20.33% $485.3M $369.62
2024 Q4 REDUCED 1,696,331 -36,833 -2.1% 28.26% $696.2M $408.58
2024 Q3 ADDED 1,733,164 +13,133 +0.8% 26.21% $665.4M $381.70
2024 Q2 REDUCED 1,720,031 -22,535 -1.3% 29.24% $643.3M $371.40
2024 Q1 ADDED 1,742,566 +522,133 +42.8% 17.90% $599.8M $341.38
2023 Q4 ADDED 1,220,433 +307,721 +33.7% 12.10% $379.4M $307.92
2023 Q3 ADDED 912,712 +16,326 +1.8% 8.30% $248.5M $269.20
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to Balentine LLC Holdings