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AVISO WEALTH MANAGEMENT: VUG position timeline

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

AVISO WEALTH MANAGEMENT held 14,413 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,413 shares
    Change vs previous 13F +12,011 shares

    0.42% of the 13F portfolio, value $1,241,614.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 2,402 shares
    Change vs previous 13F -7 shares

    0.47% of the 13F portfolio, value $1,049,308.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 2,409 shares
    Change vs previous 13F +81 shares

    0.49% of the 13F portfolio, value $1,175,409.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 2,328 shares
    Change vs previous 13F -14 shares

    0.49% of the 13F portfolio, value $1,116,684.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 2,342 shares
    Change vs previous 13F -198 shares

    0.48% of the 13F portfolio, value $1,026,872.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 2,540 shares
    Change vs previous 13F -162 shares

    0.5% of the 13F portfolio, value $942,000.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 2,702 shares
    Change vs previous 13F 0 shares

    0.57% of the 13F portfolio, value $1,109,139.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 2,702 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,037,501.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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