SEC 13F Intelligence

Leo H. Evart, Inc. / VUG

Leo H. Evart, Inc.’s Vanguard Index Fds Position

Does Leo H. Evart, Inc. own Vanguard Index Fds (VUG)? Yes — 10.9K shares worth $5M (+4.07% of its 13F portfolio) as of Q1 2026, down from 13.1K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
10.9K
% of Portfolio
+4.07%
Quarters Held
8
currently held

Position History VUG

Reported value by quarter
Q1 ’22: $5MQ1 ’22Q2 ’22: $4MQ2 ’22Q3 ’22: $4MQ3 ’22Q4 ’22: $3MQ4 ’22Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ2 ’23Q3 ’23: $4MQ3 ’23Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.9K$5M+4.07%
Q3 202313.1K$4M+5.48%
Q2 202314.3K$4M+5.63%
Q1 202314.3K$4M+5.22%
Q4 202215.0K$3M+4.82%
Q3 202216.8K$4M+5.49%
Q2 202218.0K$4M+4.87%
Q1 202217.9K$5M+5.33%

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