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Disclosery

BOSTON FAMILY OFFICE LLC: VGUS position timeline

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

BOSTON FAMILY OFFICE LLC held 34,110 VGUS shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,110 shares
    Change vs previous 13F +4,116 shares

    0.16% of the 13F portfolio, value $2,581,000.

    13F-HR 0001039807-26-000006 filed by BOSTON FAMILY OFFICE 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 29,994 shares
    Change vs previous 13F +2,948 shares

    0.15% of the 13F portfolio, value $2,269,000.

    13F-HR 0001039807-26-000004 filed by BOSTON FAMILY OFFICE 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 27,046 shares
    Change vs previous 13F +1,742 shares

    0.13% of the 13F portfolio, value $2,041,000.

    13F-HR 0001039807-26-000002 filed by BOSTON FAMILY OFFICE 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 25,304 shares
    Change vs previous 13F +5,735 shares

    0.12% of the 13F portfolio, value $1,915,000.

    13F-HR 0001039807-25-000013 filed by BOSTON FAMILY OFFICE 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 19,569 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,478,000.

    13F-HR 0001039807-25-000006 filed by BOSTON FAMILY OFFICE LLC
    Filed (acceptance time not in the bulk data set), ingested

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