Strategic Investment Advisors / Mi / VUG
Strategic Investment Advisors / Mi’s Vanguard Index Fds Position
Does Strategic Investment Advisors / Mi own Vanguard Index Fds (VUG)? Yes — 149.9K shares worth $65M (+4.52% of its 13F portfolio) as of Q1 2026, up from 124.6K shares the prior filed quarter.
Position Value
$65M
Q1 2026
Shares
149.9K
% of Portfolio
+4.52%
Quarters Held
30
currently held
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 149.9K | $65M | +4.52% |
| Q4 2025 | 124.6K | $61M | +5.26% |
| Q3 2025 | 92.4K | $59M | +5.35% |
| Q2 2025 | 124.3K | $54M | +5.30% |
| Q1 2025 | 123.4K | $46M | +4.85% |
| Q4 2024 | 136.8K | $56M | +5.97% |
| Q3 2024 | 133.8K | $51M | +5.63% |
| Q2 2024 | 129.9K | $49M | +5.92% |
| Q1 2024 | 125.8K | $43M | +5.56% |
| Q4 2023 | 121.6K | $38M | +5.46% |
| Q3 2023 | 114.9K | $31M | +5.15% |
| Q2 2023 | 210.0K | $59M | +8.24% |
| Q1 2023 | 94.2K | $24M | +4.25% |
| Q4 2022 | 85.0K | $18M | +3.76% |
| Q3 2022 | 86.0K | $18M | +4.15% |
| Q2 2022 | 83.4K | $19M | +3.71% |
| Q1 2022 | 69.1K | $20M | +3.75% |
| Q4 2021 | 60.6K | $19M | +3.76% |
| Q3 2021 | 54.0K | $16M | +3.43% |
| Q2 2021 | 50.6K | $15M | +3.33% |
| Q1 2021 | 43.8K | $11M | +2.92% |
| Q4 2020 | 41.2K | $10M | +3.01% |
| Q3 2020 | 37.4K | $9M | +2.87% |
| Q2 2020 | 32.2K | $6M | +2.45% |
| Q1 2020 | 29.6K | $5M | +2.13% |
| Q4 2019 | 27.8K | $5M | +2.09% |
| Q3 2019 | 24.2K | $4M | +1.93% |
| Q2 2019 | 21.2K | $3M | +1.89% |
| Q1 2019 | 16.0K | $3M | +1.72% |
| Q4 2018 | 13.6K | $2M | +1.64% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Investment Advisors / Mi’s full portfolio or all institutional holders of VUG.