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Addison Advisors LLC: VUG position timeline

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

Addison Advisors LLC held 106,154 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,154 shares
    Change vs previous 13F +70,564 shares

    4.32% of the 13F portfolio, value $9,144,126.

    13F-HR 0001843745-26-000003 filed by Addison Advisors 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 35,590 shares
    Change vs previous 13F +836 shares

    3.44% of the 13F portfolio, value $15,545,368.

    13F-HR 0001843745-26-000002 filed by Addison Advisors 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 34,754 shares
    Change vs previous 13F -545 shares

    3.81% of the 13F portfolio, value $16,955,099.

    13F-HR 0001843745-26-000001 filed by Addison Advisors 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 35,299 shares
    Change vs previous 13F -178 shares

    3.93% of the 13F portfolio, value $16,929,767.

    13F-HR 0001843745-25-000007 filed by Addison Advisors 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 35,477 shares
    Change vs previous 13F +643 shares

    3.88% of the 13F portfolio, value $15,553,129.

    13F-HR 0001843745-25-000006 filed by Addison Advisors 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 34,834 shares
    Change vs previous 13F -121 shares

    3.52% of the 13F portfolio, value $12,917,154.

    13F-HR 0001843745-25-000003 filed by Addison Advisors 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 34,955 shares
    Change vs previous 13F -145 shares

    3.99% of the 13F portfolio, value $14,346,942.

    13F-HR 0001843745-25-000001 filed by Addison Advisors 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 35,100 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $13,475,953.

    13F-HR 0001843745-24-000004 filed by Addison Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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