VUG — VANGUARD GROWTH INDEX FUND

Ownership history in WEALTH ALLIANCE, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which WEALTH ALLIANCE, LLC reported a position in VANGUARD GROWTH INDEX FUND (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
0.24% (2020 Q1)
Avg. % of fund
0.16%
First filed
2020 Q1
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 435 -1,297 -74.9% 0.02% $209K $479.12
2020 Q4 REDUCED 1,732 -821 -32.2% 0.13% $439K $246.36
2020 Q3 REDUCED 2,553 -115 -4.3% 0.21% $581K $220.93
2020 Q2 REDUCED 2,668 -191 -6.7% 0.21% $539K $195.80
2020 Q1 INITIATED 2,859 — — 0.24% $448K $151.49
% 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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