VUG — VANGUARD INDEX FDS

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, 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
1.16% (2024 Q4)
Avg. % of fund
0.92%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,651,530 -60,285 -3.5% 1.07% $805.7M $487.86
2025 Q3 REDUCED 1,711,815 -80,785 -4.5% 1.06% $821.0M $479.12
2025 Q2 REDUCED 1,792,600 -63,793 -3.4% 1.04% $785.9M $437.49
2025 Q1 REDUCED 1,856,393 -69,143 -3.6% 0.97% $688.4M $369.62
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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