Fsa Wealth Partners, Inc. / VUG
Fsa Wealth Partners, Inc.’s Vanguard Index Fds Position
Does Fsa Wealth Partners, Inc. own Vanguard Index Fds (VUG)? Not currently — the last reported position was 13.4K shares worth $6M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$6M
Q4 2024
Shares
13.4K
% of Portfolio
+1.29%
Quarters Held
13
position exited
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2024 | 13.4K | $6M | +1.29% |
| Q2 2024 | 40.7K | $15M | +4.16% |
| Q4 2021 | 94.5K | $28M | +8.82% |
| Q3 2021 | 85.7K | $25M | +8.43% |
| Q1 2021 | 35.3K | $9M | +4.12% |
| Q4 2020 | 66.8K | $17M | +6.52% |
| Q3 2020 | 66.0K | $15M | +10.84% |
| Q2 2020 | 20.5K | $4M | +2.10% |
| Q1 2020 | 8.8K | $1M | +17.26% |
| Q4 2019 | 81.5K | $15M | +6.13% |
| Q3 2019 | 87.2K | $15M | +9.60% |
| Q2 2019 | 95.3K | $16M | +10.15% |
| Q1 2019 | 39.1K | $6M | +5.27% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Fsa Wealth Partners, Inc.’s full portfolio or all institutional holders of VUG.