ORLEANS CAPITAL MANAGEMENT CORP/LA VUG — VANGUARD INDEX FDS GROWTH ETF

Ownership history in ORLEANS CAPITAL MANAGEMENT CORP/LA  ·  22 quarters on record

AI Ownership Summary

ORLEANS CAPITAL MANAGEMENT CORP/LA reported VANGUARD INDEX FDS GROWTH ETF (VUG) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.27% in 2024 Q2. The latest visible filing shows VUG at 0.15% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VUG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ORLEANS CAPITAL MANAGEMENT CORP/LA's position in VANGUARD INDEX FDS GROWTH ETF, 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 Q3

VUG was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.27% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 ORLEANS CAPITAL MANAGEMENT CORP/LA fund profile ORLEANS CAPITAL MANAGEMENT CORP/LA full holdings
How ORLEANS CAPITAL MANAGEMENT CORP/LA 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 22.0% +2.8% ❌ 480 -135 -22.0% 0.15% $230K 2025-11-12 $82.07
2025 Q2 REDUCED — — — 615 -10 -1.6% 0.14% $270K 2025-08-13 $76.90
2025 Q1 REDUCED 40.2% +18.4% ❌ 625 -420 -40.2% 0.14% $232K 2025-05-09 $64.34
2024 Q4 REDUCED — — — 1,045 -20 -1.9% 0.25% $441K 2025-02-12 $69.84
2024 Q3 REDUCED 6.6% +8.0% ❌ 1,065 -75 -6.6% 0.23% $409K 2024-11-14 $67.22
2024 Q2 REDUCED — — — 1,140 -45 -3.8% 0.27% $426K 2024-08-23 $62.46
2024 Q1 REDUCED — — — 1,185 -50 -4.0% 0.27% $408K 2024-05-22 $58.29
2023 Q4 REDUCED 5.7% +10.9% ❌ 1,235 -75 -5.7% 0.26% $384K 2024-02-14 $55.26
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VUG

As of 2026 Q1 — sorted by position size

Cornerstone Management, Inc. 23.9% Retirement Investment Advisors, Inc. 3Y 20.69% Quantum Financial Planning Services, Inc. 20.68% Dougherty Wealth Advisers LLC 3Y 7Y 20.08% TL Private Wealth 3Y 19.33% Trust Co of Tennessee 18.58% STEPHEN J. GARRY & ASSOCIATES, LLC 18.19% Rise Advisors, LLC 3Y 16.3% Performance Wealth Partners, LLC 3Y 16.15% STEVENS CAPITAL PARTNERS 3Y 16.08%

FAQ About ORLEANS CAPITAL MANAGEMENT CORP/LA and VUG

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

How long has ORLEANS CAPITAL MANAGEMENT CORP/LA reported owning VUG?

ORLEANS CAPITAL MANAGEMENT CORP/LA reported VUG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported VUG position in ORLEANS CAPITAL MANAGEMENT CORP/LA's portfolio?

The largest reported portfolio weight for VUG was 0.27% in 2024 Q2.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q3, when ORLEANS CAPITAL MANAGEMENT CORP/LA reported 480 shares, equal to 0.15% of portfolio, with an estimated market value of $230K.

What does the chart on this VUG ownership page compare?

The chart compares ORLEANS CAPITAL MANAGEMENT CORP/LA'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.

How well did ORLEANS CAPITAL MANAGEMENT CORP/LA time their VUG position?

Based on 13F filing dates vs. subsequent VUG price moves, ORLEANS CAPITAL MANAGEMENT CORP/LA correctly timed 6 out of 14 reported position changes (43%). The annualised alpha on VUG relative to SPY over the holding period was +1.9%.

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