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BOS Asset Management, LLC: VUG position timeline

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

BOS Asset Management, LLC held 5,633 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,633 shares
    Change vs previous 13F -6,037 shares

    0.12% of the 13F portfolio, value $507,590.

    13F-HR 0001965814-26-000005 filed by BOS Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,670 shares
    Change vs previous 13F +9,741 shares

    0.23% of the 13F portfolio, value $1,005,254.

    13F-HR 0001965814-26-000003 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,929 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $842,568.

    13F-HR 0001965814-26-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,929 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $941,082.

    13F-HR 0001965814-26-000001 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,929 shares
    Change vs previous 13F -99 shares

    0.26% of the 13F portfolio, value $925,168.

    13F-HR 0001965814-25-000009 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,028 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $889,075.

    13F-HR 0001965814-25-000007 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,028 shares
    Change vs previous 13F -8 shares

    0.26% of the 13F portfolio, value $752,023.

    13F-HR 0001965814-25-000006 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,036 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $835,656.

    13F-HR 0001965814-25-000002 filed by BOS Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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