VUG — VANGUARD INDEX FDS

Ownership history in WIN ADVISORS, INC  ·  11 quarters on record

This page tracks every 13F SEC filing in which WIN ADVISORS, INC 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
9.63% (2025 Q3)
Avg. % of fund
3.11%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 18,963 -22,279 -54.0% 3.93% $9.3M $487.86
2025 Q3 ADDED 41,242 +6,956 +20.3% 9.63% $19.8M $479.12
2025 Q2 REDUCED 34,286 -6,801 -16.6% 7.25% $15.0M $437.49
2024 Q2 ADDED 41,087 +39,776 +3034.0% 6.86% $15.4M $371.40
7 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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