VUG — VANGUARD INDEX FDS

Ownership history in Fund Evaluation Group, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Fund Evaluation Group, 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.68% (2019 Q4)
Avg. % of fund
0.32%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 11,693 -1,066 -8.4% 0.20% $5.6M $479.12
2025 Q2 ADDED 12,759 +5,230 +69.5% 0.22% $5.6M $437.49
2020 Q1 REDUCED 7,529 -15,298 -67.0% 0.20% $1.2M $151.49
2019 Q4 INITIATED 22,827 — — 0.68% $4.2M $175.66
% 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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