VGUS — VANGUARD INSTL INDEX FD

Ownership history in Crown Wealth Group, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Crown Wealth Group, LLC reported a position in VANGUARD INSTL INDEX FD (VGUS). 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
1.39% (2025 Q4)
Avg. % of fund
1.25%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 66,066 +16,974 +34.6% 1.39% $5.0M $75.05
2025 Q3 INITIATED 49,092 — — 1.12% $3.7M $74.31
% of Fund (quarterly)    VGUS price (monthly, adj. close)

Other funds also holding VGUS

As of 2025 Q4 — sorted by position size

Coston, McIsaac & Partners 3Y 3.62% Strategic Investment Solutions, Inc. /IL 3Y 2.51% Pathway Financial Advisors LLC 3Y 7Y 2.41% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 0.72% ORSER CAPITAL MANAGEMENT, LLC 3Y 0.56% Keystone Wealth Services, LLC 3Y 0.46% BURLING WEALTH PARTNERS, LLC 0.32% D.B. Root & Company, LLC 3Y 7Y 0.3% Capital Investment Services of America, Inc. 3Y 7Y 0.25% Planning Center, Inc. 3Y 0.23%
← Back to Crown Wealth Group, LLC Holdings