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AE Wealth Management LLC: VGIT position timeline

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

AE Wealth Management LLC held 513,682 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 513,682 shares
    Change vs previous 13F -31,210 shares

    0.14% of the 13F portfolio, value $30,296,953.

    13F-HR 0001697723-26-000007 filed by AE 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 544,892 shares
    Change vs previous 13F +370,953 shares

    0.18% of the 13F portfolio, value $32,448,377.

    13F-HR 0001697723-26-000006 filed by AE 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 173,939 shares
    Change vs previous 13F +23,744 shares

    0.06% of the 13F portfolio, value $10,424,225.

    13F-HR 0001697723-26-000001 filed by AE 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 150,195 shares
    Change vs previous 13F +69,026 shares

    0.06% of the 13F portfolio, value $9,016,198.

    13F-HR 0001697723-25-000007 filed by AE 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 81,169 shares
    Change vs previous 13F -499,351 shares

    0.04% of the 13F portfolio, value $4,854,760.

    13F-HR 0001697723-25-000004 filed by AE 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 580,520 shares
    Change vs previous 13F +42,601 shares

    0.29% of the 13F portfolio, value $34,482,870.

    13F-HR 0001697723-25-000003 filed by AE 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 537,919 shares
    Change vs previous 13F -51,519 shares

    0.26% of the 13F portfolio, value $31,199,279.

    13F-HR 0001697723-25-000001 filed by AE 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 589,438 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $35,613,846.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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