VUG — VANGUARD INDEX FDS

Ownership history in WEALTH EFFECTS LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which WEALTH EFFECTS 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.

Peak position
0.96% (2025 Q2)
Avg. % of fund
0.78%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,453 -402 -6.9% 0.83% $2.7M $487.86
2025 Q3 ADDED 5,855 +2 +0.0% 0.90% $2.8M $479.12
2025 Q2 REDUCED 5,853 -144 -2.4% 0.96% $2.6M $437.49
2025 Q1 ADDED 5,997 +39 +0.7% 0.93% $2.2M $369.62
9 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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