SEC 13F Intelligence

Columbia River Financial Group, LLC / VUG

Columbia River Financial Group, LLC’s Vanguard Index Fds Position

Does Columbia River Financial Group, LLC own Vanguard Index Fds (VUG)? Yes — 27.2K shares worth $12M (+6.89% of its 13F portfolio) as of Q1 2026, up from 25.5K shares the prior filed quarter.

Position Value
$12M
Q1 2026
Shares
27.2K
% of Portfolio
+6.89%
Quarters Held
6
currently held

Position History VUG

Reported value by quarter
Q4 ’24: $11MQ4 ’24Q1 ’25: $9MQ1 ’25Q2 ’25: $13MQ2 ’25Q3 ’25: $14MQ3 ’25Q4 ’25: $12MQ4 ’25Q1 ’26: $12MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.2K$12M+6.89%
Q4 202525.5K$12M+7.65%
Q3 202527.4K$14M+8.39%
Q2 202527.7K$13M+8.12%
Q1 202524.9K$9M+6.18%
Q4 202427.1K$11M+7.64%

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