VUG — VANGUARD INDEX FDS

Ownership history in New Perspectives, Inc  ·  11 quarters on record

This page tracks every 13F SEC filing in which New Perspectives, Inc 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
0.41% (2021 Q4)
Avg. % of fund
0.37%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,829 +10 +0.5% 0.31% $892K $487.86
2025 Q3 UNCHANGED 1,819 — 0% 0.39% $872K $479.12
2025 Q2 UNCHANGED 1,819 — 0% 0.39% $797K $437.49
2025 Q1 UNCHANGED 1,819 — 0% 0.36% $675K $369.62
2024 Q4 UNCHANGED 1,819 — 0% 0.40% $747K $408.58
2024 Q3 UNCHANGED 1,819 — 0% 0.37% $698K $381.70
2024 Q2 UNCHANGED 1,819 — 0% 0.36% $680K $371.40
2024 Q1 UNCHANGED 1,819 — 0% 0.35% $626K $341.38
2022 Q4 UNCHANGED 1,819 — 0% 0.33% $405K $209.71
2022 Q1 UNCHANGED 1,819 — 0% 0.38% $523K $281.48
1 older quarter 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 New Perspectives, Inc Holdings