SEC 13F Intelligence

Florida Trust Wealth Management Co / VUG

Florida Trust Wealth Management Co’s Vanguard Index Fds Position

Does Florida Trust Wealth Management Co own Vanguard Index Fds (VUG)? Yes — 159.6K shares worth $70M (+1.95% of its 13F portfolio) as of Q1 2026, up from 157.0K shares the prior filed quarter.

Position Value
$70M
Q1 2026
Shares
159.6K
% of Portfolio
+1.95%
Quarters Held
10
currently held

Position History VUG

Reported value by quarter
Q4 ’23: $46MQ4 ’23Q1 ’24: $51MQ2 ’24: $56MQ2 ’24Q3 ’24: $58MQ4 ’24: $63MQ4 ’24Q1 ’25: $59MQ2 ’25: $70MQ2 ’25Q3 ’25: $75MQ4 ’25: $77MQ4 ’25Q1 ’26: $70Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026159.6K$70M+1.95%
Q4 2025157.0K$77M+2.11%
Q3 2025157.2K$75M+2.15%
Q2 2025160.2K$70M+2.16%
Q1 2025159.5K$59M+1.92%
Q4 2024153.0K$63M+2.01%
Q3 2024149.8K$58M+1.84%
Q2 2024150.4K$56M+1.92%
Q1 2024148.7K$51M+1.74%
Q4 2023147.7K$46M+1.69%

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