VUG β€” VANGUARD INDEX FDS

Ownership history in PINNEY & SCOFIELD, INC.  Β·  5 quarters on record

AI Ownership Summary

PINNEY & SCOFIELD, INC. reported VANGUARD INDEX FDS (VUG) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.62% in 2025 Q4. The latest visible filing shows VUG at 0.62% 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 PINNEY & SCOFIELD, INC.'s position in VANGUARD INDEX FDS, 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 Q4

VUG was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2025 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 Q4

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 PINNEY & SCOFIELD, INC. held VUG β€” position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,236 +496 +28.5% 0.62% $1.1M 2026-02-14 (Est.) $457.47
2025 Q3 REDUCED 1,740 -34 -1.9% 0.52% $834K 2025-11-13 $481.85
2025 Q2 REDUCED 1,774 -58 -3.2% 0.53% $778K 2025-08-08 $457.68
2025 Q1 ADDED 1,832 +504 +38.0% 0.49% $679K 2025-05-09 $386.06
2024 Q4 INITIATED 1,328 β€” β€” 0.41% $545K 2025-02-19 $425.20

FAQ About PINNEY & SCOFIELD, INC. and VUG

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

How long has PINNEY & SCOFIELD, INC. reported owning VUG?

PINNEY & SCOFIELD, INC. reported VUG across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VUG position in PINNEY & SCOFIELD, INC.'s portfolio?

The largest reported portfolio weight for VUG was 0.62% in 2025 Q4.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q4, when PINNEY & SCOFIELD, INC. reported 2,236 shares, equal to 0.62% of portfolio, with an estimated market value of $1.1M.

What does the chart on this VUG ownership page compare?

The chart compares PINNEY & SCOFIELD, INC.'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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