VUG — VANGUARD GROWTH INDEX FUND

Ownership history in Dougherty Wealth Advisers LLC  ·  29 quarters on record

This page tracks every 13F SEC filing in which Dougherty Wealth Advisers LLC reported a position in VANGUARD GROWTH INDEX FUND (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
31.06% (2023 Q2)
Avg. % of fund
19.15%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
29
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 81,561 -1,797 -2.2% 22.49% $39.8M $487.86
2025 Q3 ADDED 83,358 +1,135 +1.4% 25.76% $40.0M $479.12
2025 Q2 REDUCED 82,223 -9,308 -10.2% 23.94% $36.0M $437.49
2025 Q1 ADDED 91,531 +12,780 +16.2% 25.09% $33.9M $369.62
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)

Other funds also holding VUG

As of 2025 Q4 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 31.56% GOLDEN ROAD ADVISORS LLC 31.16% Fee-Only Financial Planning, L.C. 3Y 30.43% Balentine LLC 3Y 7Y 29.44% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% STEVENS CAPITAL PARTNERS 3Y 21.41% STEPHEN J. GARRY & ASSOCIATES, LLC 21.17% Wealth Analytics Partners, LLC 20.6%
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