Relyea Zuckerberg Hanson LLC VUG — VANGUARD INDEX FDS

Ownership history in Relyea Zuckerberg Hanson LLC  ·  25 quarters on record

AI Ownership Summary

Relyea Zuckerberg Hanson LLC reported VANGUARD INDEX FDS (VUG) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 14.04% in 2024 Q2. The latest visible filing shows VUG at 11.99% 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 Relyea Zuckerberg Hanson LLC'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 11.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.04% 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 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.

VUG stock page Relyea Zuckerberg Hanson LLC fund profile Relyea Zuckerberg Hanson LLC full holdings
How Relyea Zuckerberg Hanson LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 243,326 -766 -0.3% 11.99% $118.7M 2026-02-14 (Est.) $76.25
2025 Q3 REDUCED — — — 244,092 -1,596 -0.6% 12.31% $117.1M 2025-10-21 $80.58
2025 Q2 ADDED — — — 245,688 +1,876 +0.8% 12.62% $107.7M 2025-07-22 $74.31
2025 Q1 ADDED — — — 243,812 +5,404 +2.3% 12.18% $90.4M 2025-04-16 $58.28
2024 Q4 ADDED — — — 238,408 +7,395 +3.2% 13.16% $97.9M 2025-01-15 $68.57
2024 Q3 ADDED — — — 231,013 +7,160 +3.2% 13.50% $88.7M 2024-10-17 $64.50
2024 Q2 ADDED — — — 223,853 +4,933 +2.3% 14.04% $83.7M 2024-07-17 $62.22
2024 Q1 ADDED — — — 218,920 +8,585 +4.1% 13.20% $75.4M 2024-04-22 $53.76
2023 Q4 ADDED — — — 210,335 +12,616 +6.4% 12.76% $65.4M 2024-01-18 $51.96
16 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

GOLDEN ROAD ADVISORS LLC 28.92% Fee-Only Financial Planning, L.C. 3Y 27.97% 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%

FAQ About Relyea Zuckerberg Hanson 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 Relyea Zuckerberg Hanson LLC reported owning VUG?

Relyea Zuckerberg Hanson LLC reported VUG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VUG position in Relyea Zuckerberg Hanson LLC's portfolio?

The largest reported portfolio weight for VUG was 14.04% in 2024 Q2.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q4, when Relyea Zuckerberg Hanson LLC reported 243,326 shares, equal to 11.99% of portfolio, with an estimated market value of $118.7M.

What does the chart on this VUG ownership page compare?

The chart compares Relyea Zuckerberg Hanson 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.

How well did Relyea Zuckerberg Hanson LLC time their VUG position?

Based on 13F filing dates vs. subsequent VUG price moves, Relyea Zuckerberg Hanson LLC correctly timed 17 out of 24 reported position changes (71%). The annualised alpha on VUG relative to SPY over the holding period was +1.7%.

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