Skip to content
Disclosery

AE Wealth Management LLC: VTWO position timeline

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

AE Wealth Management LLC held 289,507 VTWO 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 289,507 shares
    Change vs previous 13F +7,349 shares

    0.16% of the 13F portfolio, value $35,151,842.

    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 282,158 shares
    Change vs previous 13F +1,372 shares

    0.15% of the 13F portfolio, value $28,263,715.

    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 280,786 shares
    Change vs previous 13F +9,598 shares

    0.16% of the 13F portfolio, value $27,943,818.

    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 271,188 shares
    Change vs previous 13F +82,566 shares

    0.17% of the 13F portfolio, value $26,527,574.

    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 188,622 shares
    Change vs previous 13F +21,436 shares

    0.12% of the 13F portfolio, value $16,451,587.

    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 167,186 shares
    Change vs previous 13F -26,421 shares

    0.11% of the 13F portfolio, value $13,483,518.

    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 193,607 shares
    Change vs previous 13F +13,180 shares

    0.15% of the 13F portfolio, value $17,294,923.

    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 180,427 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $16,122,920.

    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).