Position history for &PARTNERS's holdings in VANGUARD INDEX FDS
&PARTNERS holds 300,632 shares of VUG (VANGUARD INDEX FDS), worth $146.7M as of 2025-Q4. The position was increased (++26.9% shares). VUG represents 0.8% of &PARTNERS's portfolio.
Current Value
$146.7M
Current Shares
300,632
Total Value Change
+$134.6M
Total Shares Change
+268,119
Other major holders of VUG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 300,632 |
+26.9% |
| $146.7M |
| 0.8% |
| $491.69 |
53 |
| 2025-Q3 | Increased | 236,970 | +5.1% | $113.6M | 0.7% | $477.56 | 45 |
| 2025-Q2 | Increased | 225,385 | +8.8% | $98.9M | 0.8% | $434.99 | 46 |
| 2025-Q1 | Increased | 207,176 | +34.2% | $76.7M | 0.8% | $369.23 | 54 |
| 2024-Q4 | Increased | 154,359 | +101.4% | $64.3M | 0.8% | $412.31 | 67 |
| 2024-Q3 | Increased | 76,647 | +135.7% | $29.4M | 0.6% | $380.10 | 65 |
| 2024-Q2 | Increased | 32,513 | +171.2% | $12.2M | 0.5% | $371.40 | 63 |