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Disclosery

Brio Consultants, LLC: VUG position timeline

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

Brio Consultants, LLC held 129,488 VUG 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 129,488 shares
    Change vs previous 13F -498 shares

    1.31% of the 13F portfolio, value $11,154,056.

    13F-HR 0001765380-26-000352 filed by Brio Consultants, 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 129,986 shares
    Change vs previous 13F +108,407 shares

    1.34% of the 13F portfolio, value $10,959,133.

    13F-HR 0001765380-26-000174 filed by Brio Consultants, 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 21,579 shares
    Change vs previous 13F -615 shares

    1.37% of the 13F portfolio, value $10,527,666.

    13F-HR 0001765380-26-000062 filed by Brio Consultants, 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 22,194 shares
    Change vs previous 13F +645 shares

    1.46% of the 13F portfolio, value $10,644,654.

    13F-HR 0001765380-25-000454 filed by Brio Consultants, 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 21,549 shares
    Change vs previous 13F +208 shares

    1.38% of the 13F portfolio, value $9,446,928.

    13F-HR 0001765380-25-000305 filed by Brio Consultants, 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/A 21,341 shares
    Change vs previous 13F +870 shares

    1.24% of the 13F portfolio, value $7,913,668.

    13F-HR/A 0001765380-25-000240 filed by Brio Consultants, 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 20,471 shares
    Change vs previous 13F -318 shares

    1.31% of the 13F portfolio, value $8,402,282.

    13F-HR 0001765380-25-000010 filed by Brio Consultants, 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 20,789 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $7,981,352.

    13F-HR 0001765380-24-000391 filed by Brio Consultants, LLC
    Filed (acceptance time not in the bulk data set), ingested

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