Ownership history in EverSource Wealth Advisors, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 192,796 | +13,082 | +7.3% | 3.46% | $94.1M | $487.86 |
| 2025 Q3 | ADDED | 179,714 | +5,488 | +3.1% | 3.41% | $86.2M | $479.12 |
| 2025 Q2 | ADDED | 174,226 | +6,881 | +4.1% | 3.45% | $76.4M | $437.49 |
| 2025 Q1 | ADDED | 167,345 | +2,100 | +1.3% | 3.41% | $62.1M | $369.62 |
| 2024 Q4 | ADDED | 165,245 | +5,509 | +3.4% | 3.81% | $67.8M | $408.58 |
| 2024 Q3 | ADDED | 159,736 | +7,224 | +4.7% | 3.88% | $61.3M | $381.70 |
| 2024 Q2 | ADDED | 152,512 | +16,613 | +12.2% | 3.72% | $56.0M | $371.40 |
| 2024 Q1 | UNCHANGED | 135,899 | — | 0% | 3.87% | $42.2M | $341.38 |
| 2023 Q4 | ADDED | 135,899 | +14,704 | +12.1% | 3.87% | $42.2M | $307.92 |
| 2023 Q3 | ADDED | 121,195 | +22,025 | +22.2% | 3.50% | $33.0M | $269.20 |
As of 2025 Q4 — sorted by position size