VUG β€” VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS

Ownership history in Pathway Financial Advisers, LLC  Β·  2 quarters on record

AI Ownership Summary

Pathway Financial Advisers, LLC reported VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS (VUG) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows VUG at 0.00% 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 Pathway Financial Advisers, LLC's position in VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 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.

How Pathway Financial Advisers, LLC held VUG β€” position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 31 -4 -11.4% 0.00% $14K 2025-11-13 $481.85
2024 Q4 INITIATED 35 β€” β€” 0.00% $14K 2025-01-30 $417.58

FAQ About Pathway Financial Advisers, 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 Pathway Financial Advisers, LLC reported owning VUG?

Pathway Financial Advisers, LLC reported VUG across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported VUG position in Pathway Financial Advisers, LLC's portfolio?

The largest reported portfolio weight for VUG was 0.00% in 2024 Q4.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q3, when Pathway Financial Advisers, LLC reported 31 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this VUG ownership page compare?

The chart compares Pathway Financial Advisers, 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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