SEC 13F Intelligence

Bluestem Wealth Partners, LLC / VUG

Bluestem Wealth Partners, LLC’s Vanguard Index Fds Position

Does Bluestem Wealth Partners, LLC own Vanguard Index Fds (VUG)? Yes — 64.8K shares worth $28M (+3.15% of its 13F portfolio) as of Q1 2026, up from 62.9K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
64.8K
% of Portfolio
+3.15%
Quarters Held
6
currently held

Position History VUG

Reported value by quarter
Q4 ’24: $86MQ4 ’24Q1 ’25: $88MQ1 ’25Q2 ’25: $74MQ2 ’25Q3 ’25: $120MQ3 ’25Q4 ’25: $31MQ4 ’25Q1 ’26: $28MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202664.8K$28M+3.15%
Q4 202562.9K$31M+3.39%
Q3 2025251.0K$120M+13.78%
Q2 2025167.7K$74M+9.03%
Q1 2025238.0K$88M+12.03%
Q4 2024208.8K$86M+11.25%

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