SEC 13F Intelligence

Certified Advisory Corp / VUG

Certified Advisory Corp’s Vanguard Index Fds Position

Does Certified Advisory Corp own Vanguard Index Fds (VUG)? Yes — 96.1K shares worth $42M (+3.76% of its 13F portfolio) as of Q1 2026, up from 93.2K shares the prior filed quarter.

Position Value
$42M
Q1 2026
Shares
96.1K
% of Portfolio
+3.76%
Quarters Held
28
currently held

Position History VUG

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $7MQ2 ’20: $10MQ1 ’21: $12MQ2 ’21: $13MQ2 ’21Q3 ’21: $14MQ4 ’21: $15MQ1 ’22: $16MQ2 ’22: $19MQ2 ’22Q3 ’22: $19MQ4 ’22: $19MQ1 ’23: $23MQ2 ’23: $27MQ2 ’23Q3 ’23: $26MQ4 ’23: $30MQ1 ’24: $34MQ2 ’24: $37MQ2 ’24Q3 ’24: $38MQ4 ’24: $40MQ1 ’25: $35MQ2 ’25: $42MQ2 ’25Q3 ’25: $44MQ4 ’25: $45MQ1 ’26: $42Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202696.1K$42M+3.76%
Q4 202593.2K$45M+4.14%
Q3 202592.6K$44M+4.22%
Q2 202596.2K$42M+4.38%
Q1 202595.7K$35M+4.02%
Q4 202497.8K$40M+4.35%
Q3 202498.6K$38M+4.20%
Q2 202498.3K$37M+4.61%
Q1 202497.5K$34M+4.68%
Q4 202397.3K$30M+4.59%
Q3 202397.4K$26M+4.82%
Q2 202396.1K$27M+5.00%
Q1 202392.4K$23M+4.10%
Q4 202288.4K$19M+3.72%
Q3 202288.0K$19M+4.29%
Q2 202284.8K$19M+4.21%
Q1 202254.5K$16M+3.33%
Q4 202145.6K$15M+3.22%
Q3 202146.6K$14M+3.28%
Q2 202145.6K$13M+3.29%
Q1 202146.8K$12M+3.12%
Q2 202047.2K$10M+3.15%
Q1 202042.8K$7M+2.65%
Q4 201935.6K$6M+2.07%
Q3 201932.7K$5M+1.89%
Q2 201932.2K$5M+1.95%
Q1 201915.8K$2M+1.04%
Q4 201814.8K$2M+1.03%

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