VUG — VANGUARD INDEX FDS

Ownership history in Falcon Wealth Planning  ·  21 quarters on record

This page tracks every 13F SEC filing in which Falcon Wealth Planning 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
9.16% (2021 Q2)
Avg. % of fund
5.65%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 37,811 -945 -2.4% 1.55% $18.4M $487.86
2025 Q3 REDUCED 38,756 -1,176 -2.9% 1.67% $18.6M $479.12
2025 Q2 REDUCED 39,932 -534 -1.3% 1.77% $17.5M $437.49
2025 Q1 ADDED 40,466 +2,776 +7.4% 1.67% $15.0M $369.62
17 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% Carter Financial, LLC 27.39% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% Dougherty Wealth Advisers LLC 3Y 7Y 22.49% STEVENS CAPITAL PARTNERS 3Y 21.41%
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