VUG — VANGUARD INDEX FDS

Ownership history in LongView Wealth Management  ·  9 quarters on record

This page tracks every 13F SEC filing in which LongView Wealth Management 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.

Peak position
2.84% (2024 Q2)
Avg. % of fund
2.52%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,809 -304 -1.9% 1.88% $7.8M $487.86
2025 Q3 REDUCED 16,113 -641 -3.8% 2.09% $7.7M $479.12
2025 Q2 REDUCED 16,754 -5,423 -24.5% 2.22% $7.3M $437.49
2025 Q1 REDUCED 22,177 -296 -1.3% 2.47% $8.2M $369.62
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)

Other funds also holding VUG

As of 2025 Q4 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 31.56% GOLDEN ROAD ADVISORS LLC 31.16% Fee-Only Financial Planning, L.C. 3Y 30.43% Balentine LLC 3Y 7Y 29.44% Carter Financial, LLC 27.39% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% Dougherty Wealth Advisers LLC 3Y 7Y 22.49% STEVENS CAPITAL PARTNERS 3Y 21.41%
← Back to LongView Wealth Management Holdings