SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / VUG

Tillar-Wenstrup Advisors, LLC’s Vanguard Index Fds Position

Does Tillar-Wenstrup Advisors, LLC own Vanguard Index Fds (VUG)? Not currently — the last reported position was 9.7K shares worth $2M in Q4 2022; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$2M
Q4 2022
Shares
9.7K
% of Portfolio
+1.00%
Quarters Held
12
position exited

Position History VUG

Reported value by quarter
Q1 ’20: $15MQ1 ’20Q2 ’20: $19MQ3 ’20: $20MQ3 ’20Q4 ’20: $23MQ1 ’21: $10MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ3 ’21Q4 ’21: $8MQ1 ’22: $7MQ1 ’22Q2 ’22: $6MQ3 ’22: $6MQ3 ’22Q4 ’22: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20229.7K$2M+1.00%
Q3 202226.2K$6M+2.80%
Q2 202225.0K$6M+2.78%
Q1 202224.1K$7M+3.31%
Q4 202124.2K$8M+3.66%
Q3 202124.2K$7M+3.25%
Q2 202123.9K$7M+3.12%
Q1 202137.9K$10M+4.75%
Q4 202089.3K$23M+11.71%
Q3 202085.9K$20M+11.33%
Q2 202093.9K$19M+11.50%
Q1 202094.2K$15M+13.70%

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