SEC 13F Intelligence

Spotlight Asset Group, Inc. / VUG

Spotlight Asset Group, Inc.’s Vanguard Index Fds Position

Does Spotlight Asset Group, Inc. own Vanguard Index Fds (VUG)? Yes — 13.7K shares worth $5M (+3.59% of its 13F portfolio) as of Q2 2024, down from 13.9K shares the prior filed quarter.

Position Value
$5M
Q2 2024
Shares
13.7K
% of Portfolio
+3.59%
Quarters Held
7
currently held

Position History VUG

Reported value by quarter
Q1 ’20: $682,000Q1 ’20Q2 ’20: $681,000Q2 ’20Q2 ’23: $78,663Q2 ’23Q3 ’23: $4MQ3 ’23Q4 ’23: $4MQ4 ’23Q1 ’24: $5MQ1 ’24Q2 ’24: $5MQ2 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202413.7K$5M+3.59%
Q1 202413.9K$5M+3.42%
Q4 202313.9K$4M+3.44%
Q3 202313.9K$4M+3.44%
Q2 2023278$78,663+0.07%
Q2 20203.4K$681,000+0.29%
Q1 20204.4K$682,000+0.36%

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