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Barnes Wealth Management Group, Inc: VUG position timeline

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

Barnes Wealth Management Group, Inc held 28,487 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,487 shares
    Change vs previous 13F +23,732 shares

    1.13% of the 13F portfolio, value $2,453,870.

    13F-HR 0001172661-26-002787 filed by Barnes Wealth Management Group, Inc
    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 4,755 shares
    Change vs previous 13F +121 shares

    1.05% of the 13F portfolio, value $2,076,936.

    13F-HR 0001172661-26-002405 filed by Barnes Wealth Management Group, Inc
    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 4,634 shares
    Change vs previous 13F -267 shares

    1.21% of the 13F portfolio, value $2,260,743.

    13F-HR 0001172661-26-001324 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,901 shares
    Change vs previous 13F -129 shares

    1.29% of the 13F portfolio, value $2,350,568.

    13F-HR 0001172661-25-004993 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,030 shares
    Change vs previous 13F -231 shares

    1.3% of the 13F portfolio, value $2,205,152.

    13F-HR 0001172661-25-003849 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 5,261 shares
    Change vs previous 13F -388 shares

    1.25% of the 13F portfolio, value $1,950,885.

    13F-HR 0001172661-25-001833 filed by Barnes Wealth Management Group, Inc
    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 5,649 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,318,575.

    13F-HR 0001172661-25-001641 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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