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AE Wealth Management LLC: VUG position timeline

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

AE Wealth Management LLC held 602,395 VUG 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 602,395 shares
    Change vs previous 13F +503,081 shares

    0.24% of the 13F portfolio, value $51,890,154.

    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 99,314 shares
    Change vs previous 13F +8,391 shares

    0.23% of the 13F portfolio, value $43,379,628.

    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 90,923 shares
    Change vs previous 13F -1,989 shares

    0.25% of the 13F portfolio, value $44,357,451.

    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 92,912 shares
    Change vs previous 13F +6,514 shares

    0.28% of the 13F portfolio, value $44,561,512.

    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 86,398 shares
    Change vs previous 13F +13,607 shares

    0.28% of the 13F portfolio, value $37,876,542.

    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 72,791 shares
    Change vs previous 13F -8,363 shares

    0.23% of the 13F portfolio, value $26,992,277.

    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 81,154 shares
    Change vs previous 13F +7,281 shares

    0.28% of the 13F portfolio, value $33,308,977.

    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 73,873 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $28,362,029.

    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).