VUG — VANGUARD INDEX FDS

Ownership history in TL Private Wealth  ·  25 quarters on record

This page tracks every 13F SEC filing in which TL Private Wealth 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
22.55% (2025 Q2)
Avg. % of fund
19.26%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 108,682 -1,530 -1.4% 20.54% $53.4M $487.86
2025 Q3 REDUCED 110,212 -13,575 -11.0% 21.20% $52.9M $479.12
2025 Q2 ADDED 123,787 +2,032 +1.7% 22.55% $54.3M $437.49
2025 Q1 ADDED 121,755 +6,893 +6.0% 19.88% $40.1M $369.62
21 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% 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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