SEC 13F Intelligence

Battery Global Advisors, LLC / VUG

Battery Global Advisors, LLC’s Vanguard Index Fds Position

Does Battery Global Advisors, LLC own Vanguard Index Fds (VUG)? Yes — 12.2K shares worth $5M (+2.87% of its 13F portfolio) as of Q1 2026, down from 234.4K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
12.2K
% of Portfolio
+2.87%
Quarters Held
10
currently held

Position History VUG

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $5MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ2 ’25Q3 ’25: $6MQ4 ’25: $13MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202612.2K$5M+2.87%
Q4 2025234.4K$13M+5.84%
Q3 202512.2K$6M+2.76%
Q2 202512.2K$5M+2.65%
Q1 202512.2K$5M+2.53%
Q4 202412.2K$5M+2.69%
Q3 202412.2K$5M+2.55%
Q2 202412.2K$5M+3.03%
Q1 202412.2K$4M+3.42%
Q4 20239.2K$3M+2.20%

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