Wealthspan Partners, LLC / VUG
Wealthspan Partners, LLC’s Vanguard Index Fds Position
Does Wealthspan Partners, LLC own Vanguard Index Fds (VUG)? Yes — 75.4K shares worth $33M (+11.60% of its 13F portfolio) as of Q1 2026, down from 75.8K shares the prior filed quarter.
Position Value
$33M
Q1 2026
Shares
75.4K
% of Portfolio
+11.60%
Quarters Held
18
currently held
Position History VUG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 75.4K | $33M | +11.60% |
| Q4 2025 | 75.8K | $37M | +13.43% |
| Q3 2025 | 78.8K | $38M | +14.43% |
| Q2 2025 | 80.3K | $35M | +14.54% |
| Q1 2025 | 80.0K | $30M | +13.70% |
| Q4 2024 | 80.1K | $33M | +15.70% |
| Q3 2024 | 79.1K | $30M | +14.99% |
| Q2 2024 | 77.5K | $29M | +15.99% |
| Q1 2024 | 75.4K | $26M | +15.30% |
| Q4 2023 | 73.4K | $23M | +15.98% |
| Q3 2023 | 71.8K | $20M | +15.45% |
| Q2 2023 | 69.3K | $20M | +15.48% |
| Q1 2023 | 67.9K | $17M | +14.47% |
| Q4 2022 | 67.3K | $14M | +13.06% |
| Q3 2022 | 66.2K | $14M | +14.67% |
| Q2 2022 | 63.3K | $14M | +14.59% |
| Q1 2022 | 60.1K | $17M | +15.68% |
| Q4 2021 | 60.8K | $20M | +17.26% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealthspan Partners, LLC’s full portfolio or all institutional holders of VUG.