VUG — VANGUARD INDEX FDS

Ownership history in WealthShield Partners, LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which WealthShield 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.

Peak position
2.59% (2021 Q4)
Avg. % of fund
0.92%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,728 -318 -1.8% 0.95% $8.6M $487.86
2025 Q3 ADDED 18,046 +166 +0.9% 0.98% $8.7M $479.12
2025 Q2 ADDED 17,880 +787 +4.6% 0.95% $7.8M $437.49
2025 Q1 ADDED 17,093 +1,150 +7.2% 0.81% $6.3M $369.62
29 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% 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% STEPHEN J. GARRY & ASSOCIATES, LLC 21.17%
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