VUG — VANGUARD INDEX FDS

Ownership history in Private Advisor Group, LLC  ·  49 quarters on record

This page tracks every 13F SEC filing in which Private Advisor Group, 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.

Peak position
2.32% (2022 Q4)
Avg. % of fund
0.68%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 464,381 +21,905 +5.0% 1.07% $226.6M $487.86
2025 Q3 ADDED 442,476 +4,462 +1.0% 1.04% $212.2M $479.12
2025 Q2 ADDED 438,014 +2,747 +0.6% 1.03% $192.0M $437.49
2025 Q1 ADDED 435,267 +14,655 +3.5% 0.98% $161.4M $369.62
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VUG price (monthly, adj. close)

Other funds also holding VUG

As of 2025 Q4 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 31.56% GOLDEN ROAD ADVISORS LLC 31.16% Fee-Only Financial Planning, L.C. 3Y 30.43% Balentine LLC 3Y 7Y 29.44% Carter Financial, LLC 27.39% Cornerstone Management, Inc. 25.55% Mill Creek Capital Advisors, LLC 3Y 24.67% Trust Co of Tennessee 22.85% Dougherty Wealth Advisers LLC 3Y 7Y 22.49% STEVENS CAPITAL PARTNERS 3Y 21.41%
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