SEC 13F Intelligence

Davidson Trust Co / VUG

Davidson Trust Co’s Vanguard Index Fds Position

Does Davidson Trust Co own Vanguard Index Fds (VUG)? Yes12.3K shares worth $5M (+2.31% of its 13F portfolio) as of Q1 2026, up from 11.4K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
12.3K
% of Portfolio
+2.31%
Quarters Held
26
currently held

Position History VUG

Reported value by quarter
Q4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $4MQ4 ’24: $4MQ4 ’24Q1 ’25: $4MQ2 ’25: $4MQ3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.3K$5M+2.31%
Q4 202511.4K$6M+2.31%
Q3 202510.5K$5M+2.07%
Q2 20259.9K$4M+2.00%
Q1 20259.6K$4M+1.69%
Q4 20249.2K$4M+1.95%
Q3 20249.7K$4M+1.92%
Q2 20247.5K$3M+1.93%
Q1 20249.2K$3M+1.84%
Q4 20239.6K$3M+1.92%
Q3 20239.7K$3M+1.96%
Q2 20239.9K$3M+2.02%
Q1 20239.9K$2M+1.89%
Q4 202210.0K$2M+1.89%
Q3 20229.6K$2M+1.97%
Q2 20229.7K$2M+1.92%
Q1 20228.9K$3M+1.90%
Q4 20218.2K$3M+1.81%
Q3 20218.4K$2M+1.86%
Q2 20217.9K$2M+1.77%
Q1 20214.9K$1M+1.06%
Q4 20205.4K$1M+1.18%
Q3 20205.9K$1M+1.22%
Q2 20206.4K$1M+1.25%
Q1 20206.9K$1M+1.34%
Q4 20196.4K$1M+1.18%

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