VUG — VANGUARD INDEX FDS

Ownership history in SwitchPoint Financial Planning, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which SwitchPoint Financial Planning, 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
2.22% (2025 Q2)
Avg. % of fund
2.01%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,987 -6 -0.1% 2.05% $2.9M $487.86
2025 Q3 REDUCED 5,993 -194 -3.1% 2.08% $2.9M $479.12
2025 Q2 ADDED 6,187 +1,233 +24.9% 2.22% $2.7M $437.49
2025 Q1 UNCHANGED 4,954 — 0% 1.74% $1.8M $369.62
2024 Q4 INITIATED 4,954 — — 1.95% $2.0M $408.58
% 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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