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AVANTAX ADVISORY SERVICES, INC.: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on VUG, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 676,316 VUG shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 676,316 shares
    Change vs previous 13F +2,783 shares

    1.63% of the 13F portfolio, value $296,496,809.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 673,533 shares
    Change vs previous 13F +66,856 shares

    1.52% of the 13F portfolio, value $249,759,454.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 606,677 shares
    Change vs previous 13F +35,482 shares

    1.56% of the 13F portfolio, value $249,004,674.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 571,195 shares
    Change vs previous 13F +70,124 shares

    1.44% of the 13F portfolio, value $219,298,825.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 501,071 shares
    Change vs previous 13F +166,132 shares

    1.34% of the 13F portfolio, value $187,405,665.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 334,939 shares
    Change vs previous 13F +72,602 shares

    1.02% of the 13F portfolio, value $115,285,985.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 262,337 shares
    Change vs previous 13F +19,876 shares

    0.81% of the 13F portfolio, value $81,555,220.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 242,461 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $66,024,586.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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