Ownership history in Hamilton Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Hamilton Wealth, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 21,994 | +20,928 | +1963.2% | 2.76% | $14.5M | $487.86 |
| 2025 Q3 | REDUCED | 1,066 | -9 | -0.8% | 0.11% | $438K | $479.12 |
| 2024 Q3 | REDUCED | 1,075 | -127 | -10.6% | 0.10% | $413K | $381.70 |
| 2024 Q2 | ADDED | 1,202 | +66 | +5.8% | 0.12% | $450K | $371.40 |
| 2024 Q1 | REDUCED | 1,136 | -37 | -3.2% | 0.12% | $391K | $341.38 |
| 2023 Q4 | ADDED | 1,173 | +4 | +0.3% | 0.11% | $365K | $307.92 |
| 2023 Q3 | REDUCED | 1,169 | -62 | -5.0% | 0.11% | $318K | $269.20 |
| 2023 Q2 | REDUCED | 1,231 | -27 | -2.1% | 0.12% | $348K | $279.35 |
| 2023 Q1 | ADDED | 1,258 | +52 | +4.3% | 0.11% | $314K | $245.90 |
| 2022 Q4 | ADDED | 1,206 | +312 | +34.9% | 0.10% | $257K | $209.71 |
As of 2025 Q4 — sorted by position size