SEC 13F Intelligence

Coldstream Capital Management Inc / VUG

Coldstream Capital Management Inc’s Vanguard Index Fds Position

Does Coldstream Capital Management Inc own Vanguard Index Fds (VUG)? Yes622.8K shares worth $272M (+3.35% of its 13F portfolio) as of Q1 2026, down from 625.2K shares the prior filed quarter.

Position Value
$272M
Q1 2026
Shares
622.8K
% of Portfolio
+3.35%
Quarters Held
28
currently held

Position History VUG

Reported value by quarter
Q4 ’18: $66MQ4 ’18Q1 ’19: $75MQ2 ’19: $77MQ3 ’19: $77MQ4 ’19: $84MQ4 ’19Q1 ’20: $70MQ2 ’20: $87MQ3 ’20: $92MQ4 ’20: $99MQ4 ’20Q2 ’21: $118MQ3 ’21: $99MQ4 ’21: $134MQ1 ’22: $117MQ1 ’22Q2 ’22: $92MQ4 ’22: $83MQ1 ’23: $97MQ2 ’23: $106MQ2 ’23Q3 ’23: $97MQ4 ’23: $105MQ1 ’24: $111MQ2 ’24: $120MQ2 ’24Q3 ’24: $122MQ4 ’24: $126MQ1 ’25: $110MQ2 ’25: $210MQ2 ’25Q3 ’25: $309MQ4 ’25: $305MQ1 ’26: $272Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026622.8K$272M+3.35%
Q4 2025625.2K$305M+3.93%
Q3 2025644.6K$309M+4.16%
Q2 2025477.7K$210M+3.43%
Q1 2025295.8K$110M+2.34%
Q4 2024307.7K$126M+2.69%
Q3 2024317.4K$122M+2.63%
Q2 2024321.6K$120M+2.93%
Q1 2024323.2K$111M+2.83%
Q4 2023338.1K$105M+2.94%
Q3 2023357.4K$97M+3.18%
Q2 2023374.2K$106M+3.35%
Q1 2023390.5K$97M+3.27%
Q4 2022389.9K$83M+3.04%
Q2 2022413.4K$92M+3.59%
Q1 2022406.6K$117M+4.03%
Q4 2021418.5K$134M+4.22%
Q3 2021429.8K$99M+4.81%
Q2 2021411.9K$118M+4.76%
Q4 2020389.0K$99M+5.94%
Q3 2020403.9K$92M+7.65%
Q2 2020430.2K$87M+7.81%
Q1 2020445.2K$70M+7.62%
Q4 2019460.5K$84M+6.88%
Q3 2019464.0K$77M+6.50%
Q2 2019473.6K$77M+6.44%
Q1 2019479.4K$75M+6.56%
Q4 2018490.9K$66M+6.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Coldstream Capital Management Inc’s full portfolio or all institutional holders of VUG.