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AE Wealth Management LLC: VGSH position timeline

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

AE Wealth Management LLC held 221,044 VGSH 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 221,044 shares
    Change vs previous 13F +9,799 shares

    0.06% of the 13F portfolio, value $12,864,769.

    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 211,245 shares
    Change vs previous 13F -713,310 shares

    0.07% of the 13F portfolio, value $12,366,303.

    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 924,555 shares
    Change vs previous 13F +55,209 shares

    0.31% of the 13F portfolio, value $54,299,079.

    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 869,346 shares
    Change vs previous 13F +42,859 shares

    0.33% of the 13F portfolio, value $51,161,064.

    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 826,487 shares
    Change vs previous 13F -196,428 shares

    0.36% of the 13F portfolio, value $48,581,006.

    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 1,022,915 shares
    Change vs previous 13F -142,673 shares

    0.5% of the 13F portfolio, value $60,034,949.

    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 1,165,588 shares
    Change vs previous 13F +42,383 shares

    0.58% of the 13F portfolio, value $67,813,943.

    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 1,123,205 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $66,291,502.

    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).