SEC 13F Intelligence

Steward Partners Investment Advisory, LLC / VUG

Steward Partners Investment Advisory, LLC’s Vanguard Index Fds Position

Does Steward Partners Investment Advisory, LLC own Vanguard Index Fds (VUG)? Yes — 234.3K shares worth $102M (+0.52% of its 13F portfolio) as of Q1 2026, up from 227.3K shares the prior filed quarter.

Position Value
$102M
Q1 2026
Shares
234.3K
% of Portfolio
+0.52%
Quarters Held
30
currently held

Position History VUG

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $10MQ3 ’19: $11MQ4 ’19: $12MQ4 ’19Q1 ’20: $10MQ2 ’20: $17MQ3 ’20: $25MQ4 ’20: $28MQ4 ’20Q1 ’21: $83.4BQ2 ’21: $35MQ3 ’21: $36MQ4 ’21: $40MQ4 ’21Q1 ’22: $36MQ2 ’22: $28MQ3 ’22: $31MQ4 ’22: $33MQ4 ’22Q1 ’23: $40MQ2 ’23: $48MQ3 ’23: $47MQ4 ’23: $56MQ4 ’23Q1 ’24: $68MQ2 ’24: $77MQ3 ’24: $81MQ4 ’24: $87MQ4 ’24Q1 ’25: $82MQ2 ’25: $98MQ3 ’25: $109MQ4 ’25: $111MQ4 ’25Q1 ’26: $102Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026234.3K$102M+0.52%
Q4 2025227.3K$111M+0.61%
Q3 2025226.5K$109M+0.62%
Q2 2025222.8K$98M+0.76%
Q1 2025219.9K$82M+0.72%
Q4 2024211.8K$87M+0.77%
Q3 2024210.6K$81M+0.75%
Q2 2024206.6K$77M+0.81%
Q1 2024197.7K$68M+0.75%
Q4 2023181.1K$56M+0.76%
Q3 2023173.5K$47M+0.73%
Q2 2023169.4K$48M+0.72%
Q1 2023160.3K$40M+0.64%
Q4 2022156.6K$33M+0.57%
Q3 2022143.8K$31M+0.57%
Q2 2022124.3K$28M+0.51%
Q1 2022125.2K$36M+0.56%
Q4 2021123.3K$40M+0.60%
Q3 2021123.4K$36M+0.62%
Q2 2021122.2K$35M+0.59%
Q1 2021324.4K$83.4B+0.73%
Q4 2020110.8K$28M+0.61%
Q3 2020110.6K$25M+0.63%
Q2 202085.9K$17M+0.49%
Q1 202066.3K$10M+0.38%
Q4 201968.2K$12M+0.37%
Q3 201965.6K$11M+0.37%
Q2 201958.5K$10M+0.35%
Q1 201919.1K$3M+0.13%
Q4 201819.0K$3M+0.12%

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