Ownership history in NWAM LLC · 41 quarters on record
This page tracks every 13F SEC filing in which NWAM LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 85,751 | -1,853 | -2.1% | 2.33% | $41.8M | $487.86 |
| 2025 Q3 | ADDED | 87,604 | +44,607 | +103.7% | 2.96% | $42.1M | $479.12 |
| 2025 Q2 | REDUCED | 42,997 | -50,189 | -53.9% | 1.59% | $19.6M | $437.49 |
| 2025 Q1 | ADDED | 93,186 | +129 | +0.1% | 2.97% | $34.6M | $369.62 |
| 2024 Q4 | REDUCED | 93,057 | -1,651 | -1.7% | 2.36% | $38.2M | $408.58 |
| 2024 Q3 | REDUCED | 94,708 | -1,748 | -1.8% | 2.22% | $36.4M | $381.70 |
| 2024 Q1 | REDUCED | 96,456 | -2,411 | -2.4% | 2.68% | $33.2M | $341.38 |
| 2023 Q4 | ADDED | 98,867 | +18,554 | +23.1% | 2.47% | $30.7M | $307.92 |
| 2023 Q3 | REDUCED | 80,313 | -41,919 | -34.3% | 2.22% | $21.9M | $269.20 |
| 2023 Q2 | ADDED | 122,232 | +46,399 | +61.2% | 2.84% | $34.6M | $279.35 |
As of 2025 Q4 — sorted by position size