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Disclosery

BetterWealth, LLC: VGSR position timeline

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

BetterWealth, LLC held 19,911 VGSR shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,911 shares
    Change vs previous 13F +996 shares

    0.04% of the 13F portfolio, value $226,687.

    13F-HR 0002085853-26-000799 filed by BetterWealth, 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 18,915 shares
    Change vs previous 13F -144 shares

    0.04% of the 13F portfolio, value $195,392.

    13F-HR 0002085853-26-000492 filed by BetterWealth, 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 19,059 shares
    Change vs previous 13F +946 shares

    0.05% of the 13F portfolio, value $198,214.

    13F-HR 0001911702-26-000001 filed by BetterWealth, 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 18,113 shares
    Change vs previous 13F +1,204 shares

    0.05% of the 13F portfolio, value $192,903.

    13F-HR 0001911702-25-000002 filed by BetterWealth, 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 16,909 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $176,868.

    13F-HR 0001085146-25-003797 filed by BetterWealth, 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 16,909 shares
    Change vs previous 13F -8,511 shares

    0.05% of the 13F portfolio, value $171,457.

    13F-HR 0001085146-25-002365 filed by BetterWealth, 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 25,420 shares
    Change vs previous 13F +167 shares

    0.07% of the 13F portfolio, value $257,250.

    13F-HR 0001085146-25-000425 filed by BetterWealth, 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 25,253 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $280,561.

    13F-HR 0001085146-24-005066 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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