VUG — VANGUARD GROWTH INDEX FUND

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  25 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported VANGUARD GROWTH INDEX FUND (VUG) in 25 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2025 Q3. The latest visible filing shows VUG at 0.13% 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 ROWLANDMILLER & PARTNERS.ADV's position in VANGUARD GROWTH INDEX FUND, 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
2026 Q1

VUG was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2025 Q3

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 2026 Q1

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 ROWLANDMILLER & PARTNERS.ADV fund profile ROWLANDMILLER & PARTNERS.ADV full holdings
How ROWLANDMILLER & PARTNERS.ADV held VUG — position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,459 — 0% 0.13% $637 2026-05-15 (Est.) $442.08
2025 Q4 UNCHANGED 1,459 — 0% 0.14% $712K 2026-02-12 $459.64
2025 Q3 UNCHANGED 1,459 — 0% 0.14% $700K 2025-10-01 $480.84
2025 Q2 UNCHANGED 1,459 — 0% 0.13% $640K 2025-07-01 $432.59
2025 Q1 REDUCED 1,459 -16 -1.1% 0.11% $541K 2025-04-15 $360.69
2024 Q4 UNCHANGED 1,475 — 0% 0.13% $606K 2025-02-04 $417.22
2024 Q3 UNCHANGED 1,475 — 0% 0.12% $566K 2024-10-23 $385.38
2024 Q2 UNCHANGED 1,475 — 0% 0.12% $552K 2024-07-29 $359.82
2024 Q1 UNCHANGED 1,475 — 0% 0.11% $508K 2024-04-08 $339.60
2023 Q4 UNCHANGED 1,475 — 0% 0.11% $459K 2024-01-03 $299.28
15 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

Rise Advisors, LLC 3Y 16.3% Hiley Hunt Wealth Management 10.73% Financial Insights, Inc. 3Y 7Y 4.93% Trust Co of the South 3.99% Agate Pass Investment Management, LLC 3Y 3.72% BEACON FINANCIAL GROUP 3Y 7Y 2.71% Cassady Wealth & Retirement Planning, LLC 1.66% Aspen Wealth Management LLC 3Y 1.66% Capital Asset Managemnet, LLC 1.52% Heartwood Wealth Advisors LLC 3Y 1.49%

FAQ About ROWLANDMILLER & PARTNERS.ADV and VUG

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning VUG?

ROWLANDMILLER & PARTNERS.ADV reported VUG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VUG position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for VUG was 0.14% in 2025 Q3.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 1,459 shares, equal to 0.13% of portfolio, with an estimated market value of $637.

What does the chart on this VUG ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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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