VUG β€” VANGUARD INDEX FDS

Ownership history in Team Hewins, LLC  Β·  10 quarters on record

AI Ownership Summary

Team Hewins, LLC reported VANGUARD INDEX FDS (VUG) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.53% in 2025 Q3. The latest visible filing shows VUG at 0.51% 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 Team Hewins, 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 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% 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 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.

How Team Hewins, LLC held VUG β€” position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 3,272 β€” 0% 0.51% $1.6M 2026-02-14 (Est.) $457.98
2025 Q3 ADDED 3,272 +1,747 +114.6% 0.53% $1.6M 2025-11-12 $492.97
2025 Q2 REDUCED 1,525 -11 -0.7% 0.24% $669K 2025-08-12 $461.99
2024 Q4 ADDED 1,536 +234 +18.0% 0.21% $478K 2025-01-21 $416.51
2024 Q2 UNCHANGED 1,302 β€” 0% 0.20% $488K 2024-08-07 $339.79
2024 Q1 REDUCED 1,302 -234 -15.2% 0.06% $448K 2024-05-03 $336.21
2023 Q4 ADDED 1,536 +26 +1.7% 0.07% $478K 2024-02-09 $334.46
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Team Hewins, 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 Team Hewins, LLC reported owning VUG?

Team Hewins, LLC reported VUG across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported VUG position in Team Hewins, LLC's portfolio?

The largest reported portfolio weight for VUG was 0.53% in 2025 Q3.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2025 Q4, when Team Hewins, LLC reported 3,272 shares, equal to 0.51% of portfolio, with an estimated market value of $1.6M.

What does the chart on this VUG ownership page compare?

The chart compares Team Hewins, 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.

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