SEC 13F Intelligence

Lvw Advisors, LLC / VUG

Lvw Advisors, LLC’s Vanguard Index Fds Position

Does Lvw Advisors, LLC own Vanguard Index Fds (VUG)? Yes47.5K shares worth $21M (+1.98% of its 13F portfolio) as of Q1 2026, down from 51.9K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
47.5K
% of Portfolio
+1.98%
Quarters Held
30
currently held

Position History VUG

Reported value by quarter
Q4 ’18: $34MQ4 ’18Q1 ’19: $35MQ2 ’19: $29MQ3 ’19: $28MQ4 ’19: $29MQ4 ’19Q1 ’20: $28MQ2 ’20: $35MQ3 ’20: $34MQ4 ’20: $35MQ4 ’20Q1 ’21: $35MQ2 ’21: $38MQ3 ’21: $37MQ4 ’21: $39MQ4 ’21Q1 ’22: $34MQ2 ’22: $24MQ3 ’22: $23MQ4 ’22: $22MQ4 ’22Q1 ’23: $26MQ2 ’23: $26MQ3 ’23: $26MQ4 ’23: $28MQ4 ’23Q1 ’24: $28MQ2 ’24: $31MQ3 ’24: $32MQ4 ’24: $35MQ4 ’24Q1 ’25: $30MQ2 ’25: $28MQ3 ’25: $29MQ4 ’25: $25MQ4 ’25Q1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.5K$21M+1.98%
Q4 202551.9K$25M+2.57%
Q3 202561.0K$29M+2.99%
Q2 202563.8K$28M+3.05%
Q1 202581.2K$30M+3.60%
Q4 202484.6K$35M+4.18%
Q3 202483.2K$32M+4.07%
Q2 202483.8K$31M+4.58%
Q1 202481.4K$28M+4.74%
Q4 202389.6K$28M+5.22%
Q3 202395.8K$26M+5.39%
Q2 202392.8K$26M+5.05%
Q1 2023102.4K$26M+4.99%
Q4 2022104.6K$22M+4.53%
Q3 2022109.8K$23M+5.25%
Q2 2022105.6K$24M+4.79%
Q1 2022118.4K$34M+5.76%
Q4 2021120.1K$39M+6.56%
Q3 2021126.1K$37M+6.30%
Q2 2021131.6K$38M+6.70%
Q1 2021135.2K$35M+6.67%
Q4 2020138.6K$35M+7.04%
Q3 2020149.8K$34M+7.52%
Q2 2020172.2K$35M+8.40%
Q1 2020176.8K$28M+7.37%
Q4 2019160.1K$29M+6.60%
Q3 2019166.7K$28M+6.87%
Q2 2019176.1K$29M+7.96%
Q1 2019226.5K$35M+9.44%
Q4 2018250.0K$34M+11.34%

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