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Arkadios Wealth Advisors: VUG position timeline

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

Arkadios Wealth Advisors held 336,442 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336,442 shares
    Change vs previous 13F +287,663 shares

    0.45% of the 13F portfolio, value $28,981,122.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 48,779 shares
    Change vs previous 13F +1,714 shares

    0.35% of the 13F portfolio, value $21,305,979.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 47,065 shares
    Change vs previous 13F +18,463 shares

    0.46% of the 13F portfolio, value $22,961,182.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 28,602 shares
    Change vs previous 13F +10,321 shares

    0.34% of the 13F portfolio, value $13,717,627.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 18,281 shares
    Change vs previous 13F -278 shares

    0.24% of the 13F portfolio, value $8,014,314.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 18,559 shares
    Change vs previous 13F +7,688 shares

    0.26% of the 13F portfolio, value $6,882,194.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 10,871 shares
    Change vs previous 13F +735 shares

    0.24% of the 13F portfolio, value $4,461,861.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 10,136 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,891,337.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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