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Bleakley Financial Group, LLC: VUG position timeline

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

Bleakley Financial Group, LLC held 1,404,506 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,404,506 shares
    Change vs previous 13F +1,173,626 shares

    1.54% of the 13F portfolio, value $120,984,109.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 230,880 shares
    Change vs previous 13F +54,639 shares

    1.58% of the 13F portfolio, value $100,846,064.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 176,241 shares
    Change vs previous 13F +151,539 shares

    1.49% of the 13F portfolio, value $85,981,126.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 24,702 shares
    Change vs previous 13F +572 shares

    0.27% of the 13F portfolio, value $11,847,437.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 24,130 shares
    Change vs previous 13F +2,455 shares

    0.27% of the 13F portfolio, value $10,578,646.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 21,675 shares
    Change vs previous 13F +184 shares

    0.26% of the 13F portfolio, value $8,037,692.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 21,491 shares
    Change vs previous 13F +521 shares

    0.27% of the 13F portfolio, value $8,820,630.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 20,970 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $8,050,837.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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