Edmonds Duncan Registered Investment Advisors, LLC / VUG
Edmonds Duncan Registered Investment Advisors, LLC’s Vanguard Index Fds Position
Does Edmonds Duncan Registered Investment Advisors, LLC own Vanguard Index Fds (VUG)? Yes — 21.9K shares worth $8M (+1.84% of its 13F portfolio) as of Q3 2024, down from 22.0K shares the prior filed quarter.
Position Value
$8M
Q3 2024
Shares
21.9K
% of Portfolio
+1.84%
Quarters Held
16
currently held
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 21.9K | $8M | +1.84% |
| Q2 2024 | 22.0K | $8M | +2.00% |
| Q1 2024 | 23.0K | $8M | +1.99% |
| Q4 2023 | 22.8K | $7M | +1.84% |
| Q3 2023 | 25.3K | $7M | +1.93% |
| Q2 2023 | 16.6K | $5M | +1.41% |
| Q1 2023 | 16.1K | $4M | +1.24% |
| Q4 2022 | 15.1K | $3M | +1.05% |
| Q3 2022 | 12.4K | $3M | +0.94% |
| Q2 2022 | 11.4K | $3M | +0.87% |
| Q1 2022 | 11.0K | $3M | +0.93% |
| Q4 2021 | 10.4K | $3M | +0.80% |
| Q3 2021 | 10.2K | $3M | +0.90% |
| Q2 2021 | 8.8K | $3M | +0.79% |
| Q1 2021 | 9.3K | $2M | +0.79% |
| Q4 2020 | 9.2K | $2M | +0.81% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmonds Duncan Registered Investment Advisors, LLC’s full portfolio or all institutional holders of VUG.