SEC 13F Intelligence

Goodwin Investment Advisory / VUG

Goodwin Investment Advisory’s Vanguard Index Fds Position

Does Goodwin Investment Advisory own Vanguard Index Fds (VUG)? Yes3.1K shares worth $1M (+1.61% of its 13F portfolio) as of Q1 2026, down from 3.8K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
3.1K
% of Portfolio
+1.61%
Quarters Held
14
currently held

Position History VUG

Reported value by quarter
Q4 ’22: $782,114Q4 ’22Q1 ’23: $1MQ2 ’23: $1MQ2 ’23Q3 ’23: $1MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $799,858Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.1K$1M+1.61%
Q4 20253.8K$2M+2.01%
Q3 20253.6K$2M+1.84%
Q2 20253.1K$1M+1.59%
Q1 20252.2K$799,858+1.24%
Q4 20245.5K$2M+1.18%
Q3 20245.5K$2M+0.92%
Q2 20245.6K$2M+0.95%
Q1 20245.6K$2M+0.91%
Q4 20236.4K$2M+1.03%
Q3 20234.3K$1M+0.68%
Q2 20233.8K$1M+0.63%
Q1 20234.4K$1M+0.71%
Q4 20223.7K$782,114+0.55%

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