SEC 13F Intelligence

Lewis Asset Management, LLC / VUG

Lewis Asset Management, LLC’s Vanguard Index Fds Position

Does Lewis Asset Management, LLC own Vanguard Index Fds (VUG)? Yes — 10.1K shares worth $4M (+1.80% of its 13F portfolio) as of Q1 2026, down from 10.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
10.1K
% of Portfolio
+1.80%
Quarters Held
4
currently held

Position History VUG

Reported value by quarter
Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.1K$4M+1.80%
Q4 202510.2K$5M+2.03%
Q3 20259.9K$5M+1.96%
Q2 20259.6K$4M+1.99%

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