Skip to content
Disclosery

Abound Wealth Management: VUG position timeline

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

Abound Wealth Management held 10,456 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,456 shares
    Change vs previous 13F +8,968 shares

    0.18% of the 13F portfolio, value $900,717.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 1,488 shares
    Change vs previous 13F +179 shares

    0.15% of the 13F portfolio, value $650,048.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    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 1,309 shares
    Change vs previous 13F +2 shares

    0.15% of the 13F portfolio, value $638,643.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    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 1,307 shares
    Change vs previous 13F +391 shares

    0.16% of the 13F portfolio, value $626,744.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    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 916 shares
    Change vs previous 13F +185 shares

    0.11% of the 13F portfolio, value $401,359.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    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 731 shares
    Change vs previous 13F +48 shares

    0.09% of the 13F portfolio, value $271,165.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    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 683 shares
    Change vs previous 13F +2 shares

    0.09% of the 13F portfolio, value $280,310.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    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 681 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $261,322.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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