VUG — VANGUARD INDEX FDS

Ownership history in Strategic Financial Partners, Ltd.  ·  7 quarters on record

This page tracks every 13F SEC filing in which Strategic Financial Partners, Ltd. 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
2.86% (2024 Q2)
Avg. % of fund
2.75%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 12,671 -166 -1.3% 2.68% $6.2M $487.86
2025 Q3 REDUCED 12,837 -316 -2.4% 2.82% $6.2M $479.12
2025 Q2 REDUCED 13,153 -226 -1.7% 2.68% $5.8M $437.49
2025 Q1 REDUCED 13,379 -245 -1.8% 2.61% $5.0M $369.62
3 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% 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% STEPHEN J. GARRY & ASSOCIATES, LLC 21.17%
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