Ownership history in CWM, LLC · 43 quarters on record
This page tracks every 13F SEC filing in which CWM, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 643,577 | +124,594 | +24.0% | 0.85% | $314.0M | $487.86 |
| 2025 Q3 | REDUCED | 518,983 | -13,207 | -2.5% | 0.75% | $248.9M | $479.12 |
| 2025 Q2 | ADDED | 532,190 | +55 | +0.0% | 0.82% | $233.3M | $437.49 |
| 2025 Q1 | ADDED | 532,135 | +103,316 | +24.1% | 0.79% | $197.3M | $369.62 |
| 2024 Q4 | ADDED | 428,819 | +2,691 | +0.6% | 0.73% | $176.0M | $408.58 |
| 2024 Q3 | REDUCED | 426,128 | -5,995 | -1.4% | 0.70% | $163.6M | $381.70 |
| 2024 Q2 | ADDED | 432,123 | +6,783 | +1.6% | 0.76% | $161.6M | $371.40 |
| 2024 Q1 | ADDED | 425,340 | +63,950 | +17.7% | 0.71% | $146.4M | $341.38 |
| 2023 Q4 | ADDED | 361,390 | +17,374 | +5.1% | 0.60% | $112.3M | $307.92 |
| 2023 Q3 | ADDED | 344,016 | +1,839 | +0.5% | 0.57% | $93.7M | $269.20 |
As of 2025 Q4 — sorted by position size