Position history for &PARTNERS's holdings in VANGUARD INDEX FDS
&PARTNERS holds 321,083 shares of VUG (VANGUARD INDEX FDS), worth $140.5M as of 2026-Q1. The position was increased (+6.8% shares). VUG represents 0.7% of &PARTNERS's portfolio.
Current Value
$140.5M
Current Shares
321,083
Total Value Change
+$128.3M
Total Shares Change
+288,570
Other major holders of VUG: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 321,083 |
+6.8% |
| $140.5M |
| 0.7% |
| $459.35 |
46 |
| 2025-Q4 | 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 |