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Disclosery

Ballentine Partners, LLC: VUG position timeline

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

Ballentine Partners, LLC held 65,600 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,600 shares
    Change vs previous 13F +54,585 shares

    0.07% of the 13F portfolio, value $5,650,773.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 11,015 shares
    Change vs previous 13F +4,524 shares

    0.07% of the 13F portfolio, value $4,811,379.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 6,491 shares
    Change vs previous 13F -102 shares

    0.04% of the 13F portfolio, value $3,166,699.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 6,593 shares
    Change vs previous 13F +205 shares

    0.04% of the 13F portfolio, value $3,162,069.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 6,388 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $2,800,499.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 6,388 shares
    Change vs previous 13F +1 shares

    0.04% of the 13F portfolio, value $2,368,798.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 6,387 shares
    Change vs previous 13F +1,472 shares

    0.04% of the 13F portfolio, value $2,621,480.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, 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 4,915 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,887,016.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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