SEC 13F Intelligence

Ogorek Anthony Joseph /Ny/ /Adv / VUG

Ogorek Anthony Joseph /Ny/ /Adv’s Vanguard Index Fds Position

Does Ogorek Anthony Joseph /Ny/ /Adv own Vanguard Index Fds (VUG)? Yes — 18.6K shares worth $8M (+2.22% of its 13F portfolio) as of Q1 2026, down from 18.9K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
18.6K
% of Portfolio
+2.22%
Quarters Held
30
currently held

Position History VUG

Reported value by quarter
Q4 ’18: $15MQ4 ’18Q1 ’19: $17MQ2 ’19: $15MQ3 ’19: $24MQ4 ’19: $17MQ4 ’19Q1 ’20: $13MQ2 ’20: $34MQ3 ’20: $38MQ4 ’20: $40MQ4 ’20Q1 ’21: $41MQ2 ’21: $45MQ3 ’21: $45MQ4 ’21: $48MQ4 ’21Q1 ’22: $24MQ2 ’22: $7MQ3 ’22: $6MQ4 ’22: $6MQ4 ’22Q1 ’23: $7MQ2 ’23: $7MQ3 ’23: $7MQ4 ’23: $7MQ4 ’23Q1 ’24: $8MQ2 ’24: $9MQ3 ’24: $9MQ4 ’24: $8MQ4 ’24Q1 ’25: $7MQ2 ’25: $8MQ3 ’25: $9MQ4 ’25: $9MQ4 ’25Q1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.6K$8M+2.22%
Q4 202518.9K$9M+2.54%
Q3 202519.1K$9M+2.62%
Q2 202519.2K$8M+2.60%
Q1 202519.2K$7M+2.35%
Q4 202419.4K$8M+2.53%
Q3 202423.9K$9M+3.14%
Q2 202423.8K$9M+3.09%
Q1 202423.8K$8M+2.85%
Q4 202323.8K$7M+2.69%
Q3 202324.1K$7M+2.58%
Q2 202325.3K$7M+2.74%
Q1 202329.4K$7M+3.00%
Q4 202229.8K$6M+2.76%
Q3 202229.9K$6M+3.04%
Q2 202231.6K$7M+3.24%
Q1 202284.2K$24M+9.92%
Q4 2021148.9K$48M+20.41%
Q3 2021153.8K$45M+20.36%
Q2 2021155.4K$45M+19.95%
Q1 2021158.2K$41M+20.03%
Q4 2020159.3K$40M+21.62%
Q3 2020165.2K$38M+22.16%
Q2 2020168.0K$34M+24.02%
Q1 202084.9K$13M+7.22%
Q4 201993.7K$17M+8.32%
Q3 2019145.3K$24M+14.44%
Q2 201991.1K$15M+10.03%
Q1 2019111.2K$17M+11.54%
Q4 2018114.3K$15M+12.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ogorek Anthony Joseph /Ny/ /Adv’s full portfolio or all institutional holders of VUG.