Ownership history in UPTICK PARTNERS, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which UPTICK PARTNERS, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 19,093 | +664 | +3.6% | 1.99% | $9.3M | $487.86 |
| 2025 Q3 | REDUCED | 18,429 | -66 | -0.4% | 2.32% | $8.8M | $479.12 |
| 2025 Q2 | ADDED | 18,495 | +3,050 | +19.7% | 2.32% | $8.1M | $437.49 |
| 2025 Q1 | ADDED | 15,445 | +575 | +3.9% | 1.94% | $5.7M | $369.62 |
| 2024 Q4 | ADDED | 14,870 | +933 | +6.7% | 2.21% | $6.1M | $408.58 |
| 2024 Q3 | ADDED | 13,937 | +4,157 | +42.5% | 2.26% | $5.4M | $381.70 |
| 2024 Q2 | UNCHANGED | 9,780 | — | 0% | 2.59% | $3.4M | $371.40 |
| 2024 Q1 | REDUCED | 9,780 | -377 | -3.7% | 2.57% | $3.4M | $341.38 |
| 2023 Q4 | INITIATED | 10,157 | — | — | 2.66% | $3.2M | — |
As of 2025 Q4 — sorted by position size