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Disclosery

Aureus Asset Management, LLC: VUG position timeline

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

Aureus Asset Management, LLC held 19,098 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,098 shares
    Change vs previous 13F +15,915 shares

    0.1% of the 13F portfolio, value $1,645,102.

    13F-HR 0001398344-26-014481 filed by Aureus Asset 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 3,183 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,390,303.

    13F-HR 0001381296-26-000002 filed by Aureus Asset 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 3,183 shares
    Change vs previous 13F -4,625 shares

    0.1% of the 13F portfolio, value $1,552,858.

    13F-HR 0001381296-26-000001 filed by Aureus Asset 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 7,808 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $3,744,795.

    13F-HR 0001381296-25-000005 filed by Aureus Asset 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 7,808 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $3,423,027.

    13F-HR 0001381296-25-000003 filed by Aureus Asset 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 7,808 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $2,895,363.

    13F-HR 0001381296-25-000002 filed by Aureus Asset 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 7,808 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $3,204,716.

    13F-HR 0001381296-25-000001 filed by Aureus Asset 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 7,808 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,997,725.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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