SEC 13F Intelligence

Eagle Strategies LLC / VUG

Eagle Strategies LLC’s Vanguard Index Fds Position

Does Eagle Strategies LLC own Vanguard Index Fds (VUG)? Yes42.8K shares worth $19M (+2.23% of its 13F portfolio) as of Q1 2026, up from 38.0K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
42.8K
% of Portfolio
+2.23%
Quarters Held
18
currently held

Position History VUG

Reported value by quarter
Q4 ’21: $19MQ4 ’21Q1 ’22: $18MQ2 ’22: $13MQ3 ’22: $14MQ3 ’22Q4 ’22: $10MQ1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $4MQ4 ’23: $6MQ1 ’24: $4MQ1 ’24Q2 ’24: $8MQ3 ’24: $9MQ4 ’24: $11MQ4 ’24Q1 ’25: $12MQ2 ’25: $17MQ3 ’25: $18MQ3 ’25Q4 ’25: $19MQ1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202642.8K$19M+2.23%
Q4 202538.0K$19M+2.37%
Q3 202538.5K$18M+2.47%
Q2 202538.3K$17M+2.56%
Q1 202533.0K$12M+2.13%
Q4 202426.9K$11M+1.91%
Q3 202423.7K$9M+1.65%
Q2 202422.4K$8M+1.60%
Q1 202412.4K$4M+0.95%
Q4 202317.9K$6M+1.19%
Q3 202315.3K$4M+1.02%
Q2 20239.5K$3M+0.65%
Q1 202311.8K$3M+0.74%
Q4 202246.5K$10M+2.96%
Q3 202263.9K$14M+7.15%
Q2 202257.7K$13M+4.69%
Q1 202263.8K$18M+7.17%
Q4 202159.4K$19M+7.43%

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