Question 1

How many shares of VUG does &PARTNERS own?

Accepted Answer

As of 2026-Q1, &PARTNERS holds 321,083 shares of VUG (Vanguard Index Funds GROWTH ETF).

Question 2

What is &PARTNERS's VUG position worth?

Accepted Answer

As of 2026-Q1, &PARTNERS's VUG position is worth $140.5M.

Question 3

Is &PARTNERS buying or selling VUG?

Accepted Answer

In 2026-Q1, &PARTNERS increased their VUG position (+6.8% change in shares).

Question 4

When did &PARTNERS first buy VUG?

Accepted Answer

Based on available 13F filings, &PARTNERS first reported a position in VUG in 2024-Q2. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	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

VUGShowing 8 of 10 quarters

VUG
Showing 8 of 10 quarters