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
2024 Q4 ADDED 1,925,536 +78,226 +4.2% 1.16% $790.3M $408.58
2024 Q3 ADDED 1,847,310 +14,020 +0.8% 1.08% $709.2M $381.70
2024 Q2 ADDED 1,833,290 +55,141 +3.1% 1.09% $685.7M $371.40
2024 Q1 ADDED 1,778,149 +9,885 +0.6% 1.02% $612.0M $341.38
2023 Q4 ADDED 1,768,264 +104,623 +6.3% 1.01% $549.7M $307.92
2023 Q3 ADDED 1,663,641 +47,533 +2.9% 0.94% $453.0M $269.20
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)
← Back to COMMONWEALTH EQUITY SERVICES, LLC Holdings