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Aventus Investment Advisors, Inc.: VUG position timeline

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

Aventus Investment Advisors, Inc. held 23,727 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,727 shares
    Change vs previous 13F -153 shares

    1.56% of the 13F portfolio, value $2,138,040.

    13F-HR 0002093055-26-000004 filed by Aventus Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 23,880 shares
    Change vs previous 13F +19,866 shares

    1.51% of the 13F portfolio, value $2,057,023.

    13F-HR 0002093055-26-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,014 shares
    Change vs previous 13F -55 shares

    1.48% of the 13F portfolio, value $1,753,275.

    13F-HR 0002093055-26-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,069 shares
    Change vs previous 13F -4 shares

    1.61% of the 13F portfolio, value $1,985,102.

    13F-HR 0002093055-26-000001 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,073 shares
    Change vs previous 13F -67 shares

    1.67% of the 13F portfolio, value $1,953,452.

    13F-HR 0002093055-25-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,140 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $1,814,976.

    13F-HR 0002093055-25-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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