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AAF Wealth Management, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AAF Wealth Management, LLC on VUG, newest first. How the timeline and the estimate are built.

AAF Wealth Management, LLC held 12,320 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,320 shares
    Change vs previous 13F +10,140 shares

    0.39% of the 13F portfolio, value $1,061,283.

    13F-HR 0001726609-26-000005 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,180 shares
    Change vs previous 13F -75 shares

    0.39% of the 13F portfolio, value $952,260.

    13F-HR 0001726609-26-000002 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,255 shares
    Change vs previous 13F +170 shares

    0.46% of the 13F portfolio, value $1,100,051.

    13F-HR 0001726609-26-000001 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,085 shares
    Change vs previous 13F -79 shares

    0.45% of the 13F portfolio, value $1,000,184.

    13F-HR 0001726609-25-000003 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,164 shares
    Change vs previous 13F +5 shares

    0.43% of the 13F portfolio, value $948,725.

    13F-HR 0001085146-25-004526 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,159 shares
    Change vs previous 13F -26 shares

    0.43% of the 13F portfolio, value $800,624.

    13F-HR 0001085146-25-003362 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 2,185 shares
    Change vs previous 13F -19 shares

    0.45% of the 13F portfolio, value $896,968.

    13F-HR/A 0001085146-25-003382 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 2,204 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $846,027.

    13F-HR/A 0001085146-25-003381 filed by AAF Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).