DiNuzzo Private Wealth, Inc. VUG VANGUARD INDEX FDS

Ownership history in DiNuzzo Private Wealth, Inc.  ·  10 quarters on record

AI Ownership Summary

DiNuzzo Private Wealth, Inc. reported VANGUARD INDEX FDS (VUG) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.11% in 2025 Q4. The latest visible filing shows VUG at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DiNuzzo Private Wealth, Inc.'s position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VUG was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DiNuzzo Private Wealth, Inc. held VUG — position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 2,102 0% 0.10% $918K 2026-04-08 $76.15
2025 Q4 UNCHANGED 2,102 0% 0.11% $1.0M 2026-01-16 $80.76
2025 Q3 UNCHANGED 2,102 0% 0.11% $964K 2025-10-14 $79.15
2025 Q2 UNCHANGED 2,102 0% 0.11% $922K 2025-07-17 $74.44
2025 Q1 UNCHANGED 2,102 0% 0.10% $779K 2025-04-25 $62.47
2024 Q4 UNCHANGED 2,102 0% 0.11% $863K 2025-01-23 $70.61
2024 Q3 UNCHANGED 2,102 0% 0.10% $807K 2024-10-17 $64.50
2024 Q2 UNCHANGED 2,102 0% 0.11% $786K 2024-07-30 $59.27
2024 Q1 UNCHANGED 2,102 0% 0.10% $724K 2024-05-06 $56.72
2023 Q4 INITIATED 2,102 0.09% $653K 2024-02-06 $54.27

FAQ About DiNuzzo Private Wealth, Inc. and VUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has DiNuzzo Private Wealth, Inc. reported owning VUG?

DiNuzzo Private Wealth, Inc. reported VUG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VUG position in DiNuzzo Private Wealth, Inc.'s portfolio?

The largest reported portfolio weight for VUG was 0.11% in 2025 Q4.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2026 Q1, when DiNuzzo Private Wealth, Inc. reported 2,102 shares, equal to 0.10% of portfolio, with an estimated market value of $918K.

What does the chart on this VUG ownership page compare?

The chart compares DiNuzzo Private Wealth, Inc.'s quarterly VUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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