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Disclosery

BIP Wealth, LLC: VUG position timeline

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

BIP Wealth, LLC held 314,734 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 314,734 shares
    Change vs previous 13F +268,385 shares

    0.77% of the 13F portfolio, value $27,111,211.

    13F-HR 0001590214-26-000005 filed by BIP Wealth, 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 46,349 shares
    Change vs previous 13F +2,085 shares

    0.82% of the 13F portfolio, value $20,244,741.

    13F-HR 0001590214-26-000004 filed by BIP Wealth, 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 44,264 shares
    Change vs previous 13F +3,706 shares

    0.76% of the 13F portfolio, value $21,594,661.

    13F-HR 0001590214-26-000001 filed by BIP Wealth, 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 40,558 shares
    Change vs previous 13F +2,698 shares

    0.96% of the 13F portfolio, value $19,451,795.

    13F-HR 0001590214-25-000007 filed by BIP Wealth, 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 37,860 shares
    Change vs previous 13F +12,613 shares

    1.02% of the 13F portfolio, value $16,597,875.

    13F-HR 0001590214-25-000005 filed by BIP Wealth, 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 25,247 shares
    Change vs previous 13F +13,578 shares

    0.61% of the 13F portfolio, value $9,362,235.

    13F-HR 0001590214-25-000003 filed by BIP Wealth, 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 11,669 shares
    Change vs previous 13F +1,251 shares

    0.32% of the 13F portfolio, value $4,789,424.

    13F-HR 0001590214-25-000001 filed by BIP Wealth, 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 10,418 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $3,999,782.

    13F-HR 0001590214-24-000005 filed by BIP Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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