VUG β€” VANGUARD INDEX FDS

Ownership history in FF Advisors,LLC  Β·  9 quarters on record

This page tracks every 13F SEC filing in which FF Advisors,LLC 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.18% (2024 Q4)
πŸ“Š Avg. % of fund
2.62%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

FF Advisors,LLC Γ— VUG AI Analytics

πŸ“ˆ FF Advisors,LLC outperformed the S&P 500 by +5.1% annually on this VUG position. Timing score: 60% (3/5 decisions correct). Average cost basis: $344.20. Maximum drawdown during holding period: –9.5%.

πŸ“ˆ Position Alpha vs SPY
+5.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 5.1% per year on this position.
7 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
3 of 5 add/trim decisions correct

πŸ’° Entry Quality
$344.20
+41.7% vs current ($487.86)

Best entry: $341.38 (2024 Q1)  Β·  Worst: $381.70 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–9.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
43%
buy-side decisions

3 adds Β· 4 trims. Bought during 0 of 1 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.41% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    VUG price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 11,085 -5 -0.0% 2.41% $5.4M $487.86
2025 Q3 UNCHANGED 11,090 β€” 0% 2.54% $5.3M $479.12
2025 Q2 UNCHANGED 11,090 β€” 0% 2.52% $4.9M $437.49
2025 Q1 REDUCED 11,090 -6 -0.1% 2.45% $4.3M $369.62
2024 Q4 REDUCED 11,096 -13 -0.1% 3.18% $4.7M $408.58
2024 Q3 ADDED 11,109 +205 +1.9% 2.80% $4.4M $381.70
2024 Q2 REDUCED 10,904 -160 -1.4% 2.87% $4.1M $371.40
2024 Q1 ADDED 11,064 +2,726 +32.7% 2.63% $3.8M $341.38
2023 Q4 INITIATED 8,338 β€” β€” 2.16% $2.6M β€”

🏒 Other funds also holding VUG

As of 2025 Q4 β€” 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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