VUG β€” VANGUARD INDEX FDS

Ownership history in Kearns & Associates LLC  Β·  6 quarters on record

AI Ownership Summary

Kearns & Associates LLC reported VANGUARD INDEX FDS (VUG) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 1.09% in 2025 Q3. The latest visible filing shows VUG at 1.08% 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 Kearns & Associates LLC'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 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.09% in 2025 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 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 Kearns & Associates LLC held VUG β€” position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 4,267 +1 +0.0% 1.08% $2.1M 2026-02-14 (Est.) $457.47
2025 Q3 ADDED 4,266 +326 +8.3% 1.09% $2.0M 2025-10-22 $479.95
2025 Q2 ADDED 3,940 +70 +1.8% 0.99% $1.7M 2025-07-09 $441.09
2025 Q1 ADDED 3,870 +1,361 +54.2% 0.93% $1.4M 2025-05-15 $411.31
2024 Q4 ADDED 2,509 +1,544 +160.0% 0.67% $1.0M 2025-01-23 $423.68
2024 Q3 INITIATED 965 β€” β€” 0.24% $371K 2024-10-29 $393.56

FAQ About Kearns & Associates LLC and VUG

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

How long has Kearns & Associates LLC reported owning VUG?

Kearns & Associates LLC reported VUG across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported VUG position in Kearns & Associates LLC's portfolio?

The largest reported portfolio weight for VUG was 1.09% in 2025 Q3.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q4, when Kearns & Associates LLC reported 4,267 shares, equal to 1.08% of portfolio, with an estimated market value of $2.1M.

What does the chart on this VUG ownership page compare?

The chart compares Kearns & Associates LLC'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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