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Apex Wealth Management, LLC: VUG position timeline

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

Apex Wealth Management, LLC held 115,103 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,103 shares
    Change vs previous 13F +96,101 shares

    6.06% of the 13F portfolio, value $9,914,938.

    13F-HR 0001951757-26-001214 filed by Apex 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 19,002 shares
    Change vs previous 13F +7,913 shares

    5.69% of the 13F portfolio, value $8,299,701.

    13F-HR 0001951757-26-000606 filed by Apex 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 11,089 shares
    Change vs previous 13F -3,524 shares

    5.46% of the 13F portfolio, value $5,379,361.

    13F-HR 0001951757-26-000301 filed by Apex 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 14,613 shares
    Change vs previous 13F -421 shares

    5.01% of the 13F portfolio, value $7,008,749.

    13F-HR 0001951757-25-001187 filed by Apex 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 15,034 shares
    Change vs previous 13F -1,279 shares

    5.29% of the 13F portfolio, value $6,590,702.

    13F-HR 0001951757-25-001052 filed by Apex 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 16,313 shares
    Change vs previous 13F -1,064 shares

    5.44% of the 13F portfolio, value $6,049,015.

    13F-HR 0001951757-25-000478 filed by Apex 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 17,377 shares
    Change vs previous 13F not available

    6.16% of the 13F portfolio, value $7,132,327.

    13F-HR 0001951757-25-000265 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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