Eversource Wealth Advisors, LLC / VUG
Eversource Wealth Advisors, LLC’s Vanguard Index Fds Position
Does Eversource Wealth Advisors, LLC own Vanguard Index Fds (VUG)? Yes — 365.7K shares worth $160M (+4.87% of its 13F portfolio) as of Q1 2026, up from 192.8K shares the prior filed quarter.
Position Value
$160M
Q1 2026
Shares
365.7K
% of Portfolio
+4.87%
Quarters Held
18
currently held
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 365.7K | $160M | +4.87% |
| Q4 2025 | 192.8K | $94M | +3.46% |
| Q3 2025 | 179.7K | $86M | +3.41% |
| Q2 2025 | 174.2K | $76M | +3.45% |
| Q1 2025 | 167.3K | $62M | +3.41% |
| Q4 2024 | 165.2K | $68M | +3.81% |
| Q3 2024 | 159.7K | $61M | +3.88% |
| Q2 2024 | 152.5K | $56M | +3.72% |
| Q1 2024 | 135.9K | $42M | +3.87% |
| Q4 2023 | 135.9K | $42M | +3.87% |
| Q3 2023 | 121.2K | $33M | +3.50% |
| Q2 2023 | 99.2K | $28M | +3.09% |
| Q1 2023 | 89.5K | $22M | +2.78% |
| Q4 2022 | 81.4K | $17M | +2.63% |
| Q3 2022 | 38.3K | $8M | +1.88% |
| Q2 2022 | 17.0K | $4M | +0.98% |
| Q1 2022 | 13.6K | $4M | +0.99% |
| Q4 2021 | 12.4K | $4M | +1.11% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eversource Wealth Advisors, LLC’s full portfolio or all institutional holders of VUG.