Nelson Capital Management, LLC VUG — VANGUARD INDEX FDS

Ownership history in Nelson Capital Management, LLC  ·  7 quarters on record

AI Ownership Summary

Nelson Capital Management, LLC reported VANGUARD INDEX FDS (VUG) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.13% in 2024 Q4. The latest visible filing shows VUG at 0.09% 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 Nelson Capital Management, 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
2026 Q2

VUG was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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 2026 Q2

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 Nelson Capital Management, LLC fund profile Nelson Capital Management, LLC full holdings
How Nelson Capital Management, LLC 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 Q2 ADDED — — — 9,198 +7,665 +500.0% 0.09% $792K 2026-07-24 $83.48
2026 Q1 UNCHANGED — — — 1,533 — 0% 0.08% $670K 2026-05-07 $85.95
2025 Q4 UNCHANGED — — — 1,533 — 0% 0.09% $748K 2026-02-10 $78.34
2025 Q3 UNCHANGED — — — 1,533 — 0% 0.09% $735K 2025-11-13 $80.22
2025 Q2 UNCHANGED — — — 1,533 — 0% 0.09% $672K 2025-07-23 $74.74
2025 Q1 REDUCED 20.7% +18.4% ❌ 1,533 -400 -20.7% 0.10% $568K 2025-05-06 $63.60
2024 Q4 INITIATED — — — 1,933 — — 0.13% $793K 2025-02-05 $69.58

🏢 Other funds also holding VUG

As of 2026 Q2 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 29.68% GOLDEN ROAD ADVISORS LLC 29.28% Fee-Only Financial Planning, L.C. 3Y 29.06% Carter Financial, LLC 24.92% Cornerstone Management, Inc. 3Y 24.71% Quantum Financial Planning Services, Inc. 22.06% Legacies Wealth LLC 3Y 7Y 21.61% Retirement Investment Advisors, Inc. 3Y 20.44% NI ACQUISITIONS COMPANY, LLC 20.29% Wealth Analytics Partners, LLC 19.87%

FAQ About Nelson Capital Management, 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 Nelson Capital Management, LLC reported owning VUG?

Nelson Capital Management, LLC reported VUG across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported VUG position in Nelson Capital Management, LLC's portfolio?

The largest reported portfolio weight for VUG was 0.13% in 2024 Q4.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2026 Q2, when Nelson Capital Management, LLC reported 9,198 shares, equal to 0.09% of portfolio, with an estimated market value of $792K.

What does the chart on this VUG ownership page compare?

The chart compares Nelson Capital Management, 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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