White Lighthouse Investment Management Inc. / VUG
White Lighthouse Investment Management Inc.’s Vanguard Index Fds Position
Does White Lighthouse Investment Management Inc. own Vanguard Index Fds (VUG)? Yes — 248.0K shares worth $108M (+15.03% of its 13F portfolio) as of Q1 2026, up from 240.2K shares the prior filed quarter.
Position Value
$108M
Q1 2026
Shares
248.0K
% of Portfolio
+15.03%
Quarters Held
30
currently held
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 248.0K | $108M | +15.03% |
| Q4 2025 | 240.2K | $117M | +16.36% |
| Q3 2025 | 238.2K | $114M | +17.41% |
| Q2 2025 | 241.7K | $106M | +17.24% |
| Q1 2025 | 233.4K | $87M | +15.46% |
| Q4 2024 | 234.6K | $96M | +16.92% |
| Q3 2024 | 235.3K | $90M | +16.20% |
| Q2 2024 | 235.5K | $88M | +16.98% |
| Q1 2024 | 234.4K | $81M | +16.38% |
| Q4 2023 | 234.4K | $73M | +15.95% |
| Q3 2023 | 233.0K | $63M | +15.40% |
| Q2 2023 | 240.5K | $68M | +16.24% |
| Q1 2023 | 253.0K | $63M | +15.90% |
| Q4 2022 | 247.8K | $53M | +14.35% |
| Q3 2022 | 246.2K | $53M | +15.34% |
| Q2 2022 | 234.8K | $52M | +14.98% |
| Q1 2022 | 214.8K | $62M | +15.72% |
| Q4 2021 | 196.2K | $63M | +15.69% |
| Q3 2021 | 192.7K | $56M | +15.00% |
| Q2 2021 | 191.6K | $55M | +15.05% |
| Q1 2021 | 185.0K | $48M | +14.55% |
| Q4 2020 | 179.2K | $45M | +14.49% |
| Q3 2020 | 179.5K | $41M | +14.14% |
| Q2 2020 | 184.4K | $37M | +13.68% |
| Q1 2020 | 176.0K | $28M | +11.54% |
| Q4 2019 | 155.9K | $28M | +10.42% |
| Q3 2019 | 143.0K | $24M | +9.57% |
| Q2 2019 | 132.7K | $22M | +9.05% |
| Q1 2019 | 110.7K | $17M | +7.95% |
| Q4 2018 | 84.3K | $11M | +6.22% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See White Lighthouse Investment Management Inc.’s full portfolio or all institutional holders of VUG.