SEC 13F Intelligence

Archford Capital Strategies, LLC / VUG

Archford Capital Strategies, LLC’s Vanguard Index Fds Position

Does Archford Capital Strategies, LLC own Vanguard Index Fds (VUG)? Yes — 34.2K shares worth $15M (+1.71% of its 13F portfolio) as of Q1 2026, down from 37.0K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
34.2K
% of Portfolio
+1.71%
Quarters Held
30
currently held

Position History VUG

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $11MQ2 ’19: $12MQ3 ’19: $11MQ4 ’19: $10MQ4 ’19Q1 ’20: $9MQ2 ’20: $14MQ3 ’20: $15MQ4 ’20: $18MQ4 ’20Q1 ’21: $18MQ2 ’21: $18MQ3 ’21: $19MQ4 ’21: $22MQ4 ’21Q1 ’22: $22MQ2 ’22: $18MQ3 ’22: $17MQ4 ’22: $17MQ4 ’22Q1 ’23: $23MQ2 ’23: $27MQ3 ’23: $26MQ4 ’23: $32MQ4 ’23Q1 ’24: $34MQ2 ’24: $38MQ3 ’24: $41MQ4 ’24: $41MQ4 ’24Q1 ’25: $22MQ2 ’25: $26MQ3 ’25: $18MQ4 ’25: $18MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202634.2K$15M+1.71%
Q4 202537.0K$18M+2.10%
Q3 202537.8K$18M+2.16%
Q2 202560.1K$26M+3.37%
Q1 202560.2K$22M+3.27%
Q4 2024100.2K$41M+6.22%
Q3 2024104.7K$41M+6.19%
Q2 2024101.2K$38M+6.13%
Q1 202498.3K$34M+5.68%
Q4 2023102.7K$32M+5.84%
Q3 202394.7K$26M+5.16%
Q2 202395.4K$27M+5.21%
Q1 202394.8K$23M+4.86%
Q4 202278.8K$17M+3.86%
Q3 202278.7K$17M+4.35%
Q2 202278.6K$18M+4.40%
Q1 202276.5K$22M+4.91%
Q4 202168.3K$22M+5.02%
Q3 202166.5K$19M+4.55%
Q2 202164.3K$18M+4.62%
Q1 202165.8K$18M+4.83%
Q4 202069.6K$18M+4.11%
Q3 202067.9K$15M+4.14%
Q2 202069.1K$14M+4.15%
Q1 202054.4K$9M+3.33%
Q4 201955.4K$10M+3.48%
Q3 201965.1K$11M+4.04%
Q2 201971.8K$12M+4.27%
Q1 201971.7K$11M+4.13%
Q4 201880.3K$11M+4.33%

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