SEC 13F Intelligence

Systematic Alpha Investments, LLC / VUG

Systematic Alpha Investments, LLC’s Vanguard Index Fds Position

Does Systematic Alpha Investments, LLC own Vanguard Index Fds (VUG)? Yes — 784.0K shares worth $57M (+2.01% of its 13F portfolio) as of Q1 2026, up from 130.7K shares the prior filed quarter.

Position Value
$57M
Q1 2026
Shares
784.0K
% of Portfolio
+2.01%
Quarters Held
21
currently held

Position History VUG

Reported value by quarter
Q1 ’21: $18MQ1 ’21Q2 ’21: $39MQ3 ’21: $42MQ4 ’21: $42MQ4 ’21Q1 ’22: $38MQ2 ’22: $29MQ3 ’22: $28MQ3 ’22Q4 ’22: $28MQ1 ’23: $33MQ2 ’23: $37MQ2 ’23Q3 ’23: $36MQ4 ’23: $41MQ1 ’24: $45MQ1 ’24Q2 ’24: $49MQ3 ’24: $50MQ4 ’24: $54MQ4 ’24Q1 ’25: $48MQ2 ’25: $57MQ3 ’25: $63MQ3 ’25Q4 ’25: $64MQ1 ’26: $57Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026784.0K$57M+2.01%
Q4 2025130.7K$64M+1.99%
Q3 2025130.7K$63M+2.06%
Q2 2025130.7K$57M+2.03%
Q1 2025130.7K$48M+1.85%
Q4 2024130.7K$54M+1.98%
Q3 2024130.7K$50M+1.83%
Q2 2024130.7K$49M+1.86%
Q1 2024130.7K$45M+1.80%
Q4 2023130.7K$41M+1.82%
Q3 2023130.7K$36M+1.77%
Q2 2023130.7K$37M+1.79%
Q1 2023130.7K$33M+1.71%
Q4 2022130.7K$28M+1.41%
Q3 2022130.7K$28M+1.69%
Q2 2022130.7K$29M+1.65%
Q1 2022130.7K$38M+1.83%
Q4 2021130.7K$42M+1.95%
Q3 2021132.4K$42M+1.82%
Q2 2021130.7K$39M+1.76%
Q1 202171.6K$18M+1.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Systematic Alpha Investments, LLC’s full portfolio or all institutional holders of VUG.