VUG — VANGUARD GROWTH INDEX FUND

Ownership history in WEALTHSPAN PARTNERS, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which WEALTHSPAN PARTNERS, 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
17.26% (2021 Q4)
Avg. % of fund
14.98%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 75,755 -3,084 -3.9% 13.43% $37.0M $487.86
2025 Q3 REDUCED 78,839 -1,422 -1.8% 14.43% $37.8M $479.12
2025 Q2 ADDED 80,261 +265 +0.3% 14.54% $35.2M $437.49
2025 Q1 REDUCED 79,996 -72 -0.1% 13.70% $29.7M $369.62
13 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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