Ownership history in &PARTNERS · 9 quarters on record
This page tracks every 13F SEC filing in which &PARTNERS 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 | ADDED | 300,632 | +63,662 | +26.9% | 0.77% | $146.7M | $487.86 |
| 2025 Q3 | ADDED | 236,970 | +11,585 | +5.1% | 0.73% | $113.6M | $479.12 |
| 2025 Q2 | ADDED | 225,385 | +18,209 | +8.8% | 0.76% | $98.9M | $437.49 |
| 2025 Q1 | ADDED | 207,176 | +52,817 | +34.2% | 0.82% | $76.7M | $369.62 |
| 2024 Q4 | ADDED | 154,359 | +77,712 | +101.4% | 0.77% | $64.3M | $408.58 |
| 2024 Q3 | ADDED | 76,647 | +44,134 | +135.7% | 0.57% | $29.4M | $381.70 |
| 2024 Q2 | ADDED | 32,513 | +20,523 | +171.2% | 0.53% | $12.2M | $371.40 |
| 2024 Q1 | ADDED | 11,990 | +3,139 | +35.5% | 0.54% | $3.9M | $341.38 |
| 2023 Q4 | INITIATED | 8,851 | — | — | 0.62% | $2.5M | — |
As of 2025 Q4 — sorted by position size