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Disclosery

BCS Wealth Management: VUG position timeline

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

BCS Wealth Management held 73,543 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,543 shares
    Change vs previous 13F +60,961 shares

    1.14% of the 13F portfolio, value $6,335,012.

    13F-HR 0001798172-26-000003 filed by BCS 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 12,582 shares
    Change vs previous 13F -12,253 shares

    1.12% of the 13F portfolio, value $5,495,774.

    13F-HR 0001798172-26-000002 filed by BCS 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 24,835 shares
    Change vs previous 13F +12,444 shares

    1.22% of the 13F portfolio, value $12,116,093.

    13F-HR 0001798172-26-000001 filed by BCS 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 12,391 shares
    Change vs previous 13F -22 shares

    1.34% of the 13F portfolio, value $5,942,848.

    13F-HR 0001798172-25-000007 filed by BCS 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 12,413 shares
    Change vs previous 13F +57 shares

    1.17% of the 13F portfolio, value $5,442,000.

    13F-HR 0001798172-25-000004 filed by BCS 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 12,356 shares
    Change vs previous 13F -157 shares

    1.18% of the 13F portfolio, value $4,582,000.

    13F-HR 0001798172-25-000003 filed by BCS 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 12,513 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $5,136,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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