SEC 13F Intelligence

Goodman Advisory Group, LLC / VUG

Goodman Advisory Group, LLC’s Vanguard Index Fds Position

Does Goodman Advisory Group, LLC own Vanguard Index Fds (VUG)? Yes — 11.2K shares worth $5M (+1.27% of its 13F portfolio) as of Q1 2026, down from 18.2K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
11.2K
% of Portfolio
+1.27%
Quarters Held
10
currently held

Position History VUG

Reported value by quarter
Q4 ’23: $12MQ4 ’23Q1 ’24: $7MQ2 ’24: $20MQ2 ’24Q3 ’24: $11MQ4 ’24: $11MQ4 ’24Q1 ’25: $9MQ2 ’25: $9MQ2 ’25Q3 ’25: $10MQ4 ’25: $9MQ4 ’25Q1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.2K$5M+1.27%
Q4 202518.2K$9M+2.19%
Q3 202519.8K$10M+2.36%
Q2 202521.0K$9M+3.13%
Q1 202524.4K$9M+2.76%
Q4 202426.0K$11M+3.15%
Q3 202427.4K$11M+3.00%
Q2 202454.5K$20M+6.09%
Q1 202419.3K$7M+2.10%
Q4 202338.9K$12M+4.12%

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