W ADVISORS, LLC VUG — VANGUARD INDEX FDS

Ownership history in W ADVISORS, LLC  ·  16 quarters on record

AI Ownership Summary

W ADVISORS, LLC reported VANGUARD INDEX FDS (VUG) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.57% in 2024 Q4. The latest visible filing shows VUG at 0.46% 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 W ADVISORS, 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
2026 Q2

VUG was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

VUG stock page W ADVISORS, LLC fund profile W ADVISORS, LLC full holdings
How W ADVISORS, LLC held VUG — position size vs. price
% of Fund (quarterly)    VUG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 11,689 +9,695 +486.2% 0.46% $1.0M 2026-07-31 $85.20
2026 Q1 REDUCED — — — 1,994 -1 -0.1% 0.45% $871K 2026-04-29 $82.59
2025 Q4 REDUCED — — — 1,995 -40 -2.0% 0.49% $973K 2026-02-13 $76.16
2025 Q3 REDUCED — — — 2,035 -9 -0.4% 0.51% $976K 2025-11-14 $80.33
2025 Q2 REDUCED — — — 2,044 -71 -3.4% 0.51% $896K 2025-08-07 $75.63
2025 Q1 REDUCED 5.5% +18.4% ❌ 2,115 -122 -5.5% 0.49% $784K 2025-05-13 $68.04
2024 Q4 ADDED — — — 2,237 +161 +7.8% 0.57% $918K 2025-01-22 $70.27
2024 Q3 REDUCED — — — 2,076 -23 -1.1% 0.49% $797K 2024-10-28 $65.00
2024 Q2 UNCHANGED — — — 2,099 — 0% 0.51% $785K 2024-08-06 $57.05
2024 Q1 REDUCED 6.4% +9.6% ❌ 2,099 -144 -6.4% 0.50% $722K 2024-04-25 $54.30
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VUG

As of 2026 Q2 — sorted by position size

Rezny Wealth Management, Inc. 3Y 7Y 29.68% Fee-Only Financial Planning, L.C. 3Y 29.06% Cornerstone Management, Inc. 3Y 24.71% Quantum Financial Planning Services, Inc. 22.06% Legacies Wealth LLC 3Y 7Y 21.61% Retirement Investment Advisors, Inc. 3Y 20.44% NI ACQUISITIONS COMPANY, LLC 20.29% Wealth Analytics Partners, LLC 19.87% Martel Wealth Advisors LLC 19.68% TL Private Wealth 3Y 19.54%

FAQ About W ADVISORS, 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 W ADVISORS, LLC reported owning VUG?

W ADVISORS, LLC reported VUG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VUG position in W ADVISORS, LLC's portfolio?

The largest reported portfolio weight for VUG was 0.57% in 2024 Q4.

What is the latest reported VUG position on this page?

The most recent filing on this page is 2026 Q2, when W ADVISORS, LLC reported 11,689 shares, equal to 0.46% of portfolio, with an estimated market value of $1.0M.

What does the chart on this VUG ownership page compare?

The chart compares W ADVISORS, 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.

How well did W ADVISORS, LLC time their VUG position?

Based on 13F filing dates vs. subsequent VUG price moves, W ADVISORS, LLC correctly timed 3 out of 14 reported position changes (21%). The annualised alpha on VUG relative to SPY over the holding period was +2.3%.

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