VUG VANGUARD INDEX FDS

Ownership history in Insight Advisors, LLC/ PA  ·  21 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported VANGUARD INDEX FDS (VUG) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.06% in 2024 Q2. The latest visible filing shows VUG at 1.06% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Insight Advisors, LLC/ PA'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
2025 Q4

VUG was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.06% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Insight Advisors, LLC/ PA 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 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 14,335 -11 -0.1% 1.06% $7.0M 2026-02-14 (Est.) $457.47
2025 Q3 REDUCED 14,346 -56 -0.4% 1.05% $6.9M 2025-11-10 $494.61
2025 Q2 REDUCED 14,402 -175 -1.2% 1.01% $6.3M 2025-07-30 $453.37
2025 Q1 ADDED 14,577 +59 +0.4% 0.94% $5.4M 2025-04-11 $358.64
2024 Q4 REDUCED 14,518 -1,186 -7.6% 1.01% $6.0M 2025-01-27 $410.60
2024 Q3 ADDED 15,704 +33 +0.2% 1.04% $6.0M 2024-10-15 $385.93
2024 Q2 ADDED 15,671 +4 +0.0% 1.06% $5.9M 2024-07-15 $383.91
2024 Q1 ADDED 15,667 +12 +0.1% 1.03% $5.4M 2024-05-06 $340.35
2023 Q4 REDUCED 15,655 -36 -0.2% 1.03% $4.9M 2024-01-23 $318.07
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Insight Advisors, LLC/ PA and VUG

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

How long has Insight Advisors, LLC/ PA reported owning VUG?

Insight Advisors, LLC/ PA reported VUG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VUG position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for VUG was 1.06% in 2024 Q2.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q4, when Insight Advisors, LLC/ PA reported 14,335 shares, equal to 1.06% of portfolio, with an estimated market value of $7.0M.

What does the chart on this VUG ownership page compare?

The chart compares Insight Advisors, LLC/ PA'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.

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