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Disclosery

Brookwood Investment Group LLC: VUG position timeline

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

Brookwood Investment Group LLC held 447,622 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 447,622 shares
    Change vs previous 13F +376,640 shares

    4.47% of the 13F portfolio, value $38,558,180.

    13F-HR 0002066812-26-000003 filed by Brookwood Investment 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 70,982 shares
    Change vs previous 13F +3,985 shares

    3.95% of the 13F portfolio, value $31,004,313.

    13F-HR 0002066812-26-000002 filed by Brookwood Investment 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 66,997 shares
    Change vs previous 13F +2,230 shares

    3.94% of the 13F portfolio, value $32,684,943.

    13F-HR 0002066812-26-000001 filed by Brookwood Investment 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 64,767 shares
    Change vs previous 13F +3,759 shares

    4.01% of the 13F portfolio, value $31,062,673.

    13F-HR 0002066812-25-000006 filed by Brookwood Investment 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 61,008 shares
    Change vs previous 13F +1,887 shares

    4.31% of the 13F portfolio, value $26,745,839.

    13F-HR 0002066812-25-000005 filed by Brookwood Investment 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 59,121 shares
    Change vs previous 13F not available

    3.77% of the 13F portfolio, value $21,923,191.

    13F-HR 0002066812-25-000004 filed by Brookwood Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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