Hiley Hunt Wealth Management VUG VANGUARD INDEX FDS

Ownership history in Hiley Hunt Wealth Management  ·  7 quarters on record

AI Ownership Summary

Hiley Hunt Wealth Management reported VANGUARD INDEX FDS (VUG) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 15.34% in 2024 Q3. The latest visible filing shows VUG at 10.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hiley Hunt Wealth Management's position in VANGUARD INDEX FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VUG was reported at 10.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.34% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Hiley Hunt Wealth Management held VUG — position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 55,697 +901 +1.6% 10.73% $24.3M 2026-04-06 $74.01
2025 Q4 REDUCED 6.7% -10.4% 54,796 -3,908 -6.7% 11.96% $26.7M 2026-01-06 $81.61
2025 Q3 REDUCED 58,704 -2,198 -3.6% 13.25% $28.2M 2025-10-02 $80.38
2025 Q2 ADDED 60,902 +641 +1.1% 13.50% $26.7M 2025-07-09 $73.51
2025 Q1 REDUCED 60,261 -1,809 -2.9% 12.30% $22.5M 2025-04-03 $59.01
2024 Q4 REDUCED 7.0% -9.5% 62,070 -4,640 -7.0% 14.14% $25.5M 2025-01-06 $69.81
2024 Q3 INITIATED 66,710 15.34% $20.7M 2024-12-17 $70.66

FAQ About Hiley Hunt Wealth Management and VUG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hiley Hunt Wealth Management reported owning VUG?

Hiley Hunt Wealth Management reported VUG across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported VUG position in Hiley Hunt Wealth Management's portfolio?

The largest reported portfolio weight for VUG was 15.34% in 2024 Q3.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2026 Q1, when Hiley Hunt Wealth Management reported 55,697 shares, equal to 10.73% of portfolio, with an estimated market value of $24.3M.

What does the chart on this VUG ownership page compare?

The chart compares Hiley Hunt Wealth Management's quarterly VUG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Hiley Hunt Wealth Management time their VUG position?

Based on 13F filing dates vs. subsequent VUG price moves, Hiley Hunt Wealth Management correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on VUG relative to SPY over the holding period was -4.4%.

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