VUG VANGUARD INDEX FDS

Ownership history in Blankinship & Foster, LLC  ·  35 quarters on record

AI Ownership Summary

Blankinship & Foster, LLC reported VANGUARD INDEX FDS (VUG) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 7.36% in 2025 Q3. The latest visible filing shows VUG at 6.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blankinship & Foster, LLC's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VUG was reported at 6.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.36% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Blankinship & Foster, LLC held VUG — position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 66,671 -1,864 -2.7% 6.44% $29.1M 2026-04-17 $493.92
2025 Q4 REDUCED 68,535 -1,612 -2.3% 7.23% $33.4M 2026-01-23 $482.97
2025 Q3 REDUCED 70,147 -789 -1.1% 7.36% $33.6M 2025-11-03 $500.77
2025 Q2 REDUCED 70,936 -1,035 -1.4% 7.28% $31.1M 2025-08-08 $457.68
2025 Q1 REDUCED 71,971 -631 -0.9% 6.74% $26.7M 2025-05-06 $382.00
2024 Q4 REDUCED 72,602 -6,823 -8.6% 7.33% $29.8M 2025-02-07 $416.46
2024 Q2 ADDED 79,425 +1,101 +1.4% 7.16% $27.3M 2024-08-14 $362.11
2023 Q4 REDUCED 78,324 -339 -0.4% 6.93% $24.3M 2024-02-09 $334.09
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Blankinship & Foster, LLC and VUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blankinship & Foster, LLC reported owning VUG?

Blankinship & Foster, LLC reported VUG across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VUG position in Blankinship & Foster, LLC's portfolio?

The largest reported portfolio weight for VUG was 7.36% in 2025 Q3.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2026 Q1, when Blankinship & Foster, LLC reported 66,671 shares, equal to 6.44% of portfolio, with an estimated market value of $29.1M.

What does the chart on this VUG ownership page compare?

The chart compares Blankinship & Foster, LLC's quarterly VUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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