VUG VANGUARD INDEX FDS

Ownership history in DDFG, Inc  ·  13 quarters on record

This page tracks every 13F SEC filing in which DDFG, Inc 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
4.59% (2023 Q2)
Avg. % of fund
4.16%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 34,395 -2,608 -7.0% 3.67% $16.8M $487.86
2025 Q3 REDUCED 37,003 -669 -1.8% 4.10% $17.7M $479.12
2025 Q2 ADDED 37,672 +2,001 +5.6% 4.15% $16.5M $437.49
2025 Q1 REDUCED 35,671 -1,926 -5.1% 3.67% $13.2M $369.62
2024 Q4 REDUCED 37,597 -173 -0.5% 4.45% $15.4M $408.58
2024 Q3 REDUCED 37,770 -835 -2.2% 4.14% $14.5M $381.70
2024 Q2 REDUCED 38,605 -537 -1.4% 4.46% $14.4M $371.40
2024 Q1 REDUCED 39,142 -788 -2.0% 4.28% $13.5M $341.38
2023 Q4 REDUCED 39,930 -726 -1.8% 4.20% $12.4M $307.92
2023 Q3 REDUCED 40,656 -3,399 -7.7% 4.08% $11.1M $269.20
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)
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