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Disclosery

Avion Wealth: VUG position timeline

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

Avion Wealth held 165,513 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,513 shares
    Change vs previous 13F +139,559 shares

    2.65% of the 13F portfolio, value $14,257,000.

    13F-HR 0001792704-26-000003 filed by Avion Wealth
    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 25,954 shares
    Change vs previous 13F +2,642 shares

    2.34% of the 13F portfolio, value $11,336,000.

    13F-HR 0001792704-26-000002 filed by Avion Wealth
    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 23,312 shares
    Change vs previous 13F +3,378 shares

    2.39% of the 13F portfolio, value $11,373,000.

    13F-HR 0001792704-26-000001 filed by Avion Wealth
    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 19,934 shares
    Change vs previous 13F +864 shares

    2.05% of the 13F portfolio, value $9,560,000.

    13F-HR 0001792704-25-000002 filed by Avion Wealth
    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/A 19,070 shares
    Change vs previous 13F +4,905 shares

    1.91% of the 13F portfolio, value $8,360,000.

    13F-HR/A 0001908380-25-000005 filed by Avion Wealth
    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 14,165 shares
    Change vs previous 13F +17 shares

    1.49% of the 13F portfolio, value $5,813,000.

    13F-HR 0001842974-25-000002 filed by Avion Wealth
    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 14,148 shares
    Change vs previous 13F +2,245 shares

    1.49% of the 13F portfolio, value $5,806,000.

    13F-HR 0001907157-25-000003 filed by Avion Wealth
    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 11,903 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,569,000.

    13F-HR 0001792704-24-000013 filed by Avion Wealth
    Filed (acceptance time not in the bulk data set), ingested

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