Tower View Wealth Management LLC / VUG
Tower View Wealth Management LLC’s Vanguard Index Fds Position
Does Tower View Wealth Management LLC own Vanguard Index Fds (VUG)? Yes — 17.8K shares worth $8M (+4.00% of its 13F portfolio) as of Q1 2026, up from 17.7K shares the prior filed quarter.
Position Value
$8M
Q1 2026
Shares
17.8K
% of Portfolio
+4.00%
Quarters Held
30
currently held
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 17.8K | $8M | +4.00% |
| Q4 2025 | 17.7K | $9M | +4.27% |
| Q3 2025 | 16.0K | $8M | +3.97% |
| Q2 2025 | 15.8K | $7M | +3.58% |
| Q1 2025 | 17.9K | $7M | +3.87% |
| Q4 2024 | 15.8K | $7M | +3.44% |
| Q3 2024 | 14.9K | $6M | +3.13% |
| Q2 2024 | 14.4K | $5M | +3.10% |
| Q1 2024 | 10.4K | $4M | +2.09% |
| Q4 2023 | 10.3K | $3,210 | +1.99% |
| Q3 2023 | 10.2K | $2,765 | +1.94% |
| Q2 2023 | 10.1K | $2,870 | +1.95% |
| Q1 2023 | 12.3K | $3,065 | +2.06% |
| Q4 2022 | 12.3K | $2,628 | +1.83% |
| Q3 2022 | 12.3K | $3M | +2.01% |
| Q2 2022 | 12.3K | $3M | +2.01% |
| Q1 2022 | 12.5K | $4M | +1.93% |
| Q4 2021 | 11.4K | $4M | +1.87% |
| Q3 2021 | 11.3K | $3M | +1.82% |
| Q2 2021 | 11.4K | $3M | +1.66% |
| Q1 2021 | 11.6K | $3M | +1.63% |
| Q4 2020 | 14.9K | $4M | +2.15% |
| Q3 2020 | 15.2K | $3M | +2.25% |
| Q2 2020 | 15.5K | $3M | +2.29% |
| Q1 2020 | 16.4K | $3M | +2.31% |
| Q4 2019 | 16.1K | $3M | +2.22% |
| Q3 2019 | 16.4K | $3M | +2.25% |
| Q2 2019 | 16.4K | $3M | +2.29% |
| Q1 2019 | 16.9K | $3M | +2.34% |
| Q4 2018 | 17.3K | $2M | +2.40% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tower View Wealth Management LLC’s full portfolio or all institutional holders of VUG.