L.K. Benson & Company, P.C. VUG — VANGUARD INDEX FDS

Ownership history in L.K. Benson & Company, P.C.  ·  5 quarters on record

AI Ownership Summary

L.K. Benson & Company, P.C. reported VANGUARD INDEX FDS (VUG) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.18% in 2024 Q4. The latest visible filing shows VUG at 0.11% 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 L.K. Benson & Company, P.C.'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 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q4

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

Time in book
Holding Window
2024 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.

VUG stock page L.K. Benson & Company, P.C. fund profile L.K. Benson & Company, P.C. full holdings
How L.K. Benson & Company, P.C. 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 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 7.6% -10.4% ✅ 448 -37 -7.6% 0.11% $219K 2026-02-06 $78.01
2025 Q3 UNCHANGED — — — 485 — 0% 0.13% $233K 2025-11-05 $82.16
2025 Q2 REDUCED 22.6% +9.2% ❌ 485 -142 -22.6% 0.13% $213K 2025-07-23 $74.83
2025 Q1 UNCHANGED — — — 627 — 0% 0.16% $232K 2025-04-25 $62.47
2024 Q4 INITIATED — — — 627 — — 0.18% $257K 2025-02-11 $69.93

🏢 Other funds also holding VUG

As of 2026 Q1 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 30.47% GOLDEN ROAD ADVISORS LLC 28.92% Fee-Only Financial Planning, L.C. 3Y 27.97% Carter Financial, LLC 24.53% Cornerstone Management, Inc. 23.9% Mill Creek Capital Advisors, LLC 3Y 22.41% Retirement Investment Advisors, Inc. 3Y 20.69% Quantum Financial Planning Services, Inc. 20.68% Dougherty Wealth Advisers LLC 3Y 7Y 20.08% Mountain Capital Investment Advisors Inc. 3Y 7Y 19.44%

FAQ About L.K. Benson & Company, P.C. and VUG

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

How long has L.K. Benson & Company, P.C. reported owning VUG?

L.K. Benson & Company, P.C. reported VUG across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VUG position in L.K. Benson & Company, P.C.'s portfolio?

The largest reported portfolio weight for VUG was 0.18% in 2024 Q4.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q4, when L.K. Benson & Company, P.C. reported 448 shares, equal to 0.11% of portfolio, with an estimated market value of $219K.

What does the chart on this VUG ownership page compare?

The chart compares L.K. Benson & Company, P.C.'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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