SEC 13F Intelligence

Wiser Advisor Group LLC / VUG

Wiser Advisor Group LLC’s Vanguard Index Fds Position

Does Wiser Advisor Group LLC own Vanguard Index Fds (VUG)? Yes — 3.8K shares worth $2M (+2.03% of its 13F portfolio) as of Q1 2026, down from 4.2K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
3.8K
% of Portfolio
+2.03%
Quarters Held
10
currently held

Position History VUG

Reported value by quarter
Q4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.8K$2M+2.03%
Q4 20254.2K$2M+2.32%
Q3 20254.2K$2M+2.52%
Q2 20254.4K$2M+3.34%
Q1 20255.3K$2M+2.90%
Q4 20245.8K$2M+3.49%
Q3 20245.8K$2M+3.34%
Q2 20245.8K$2M+3.43%
Q1 20245.9K$2M+3.18%
Q4 20236.1K$2M+3.17%

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