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CAPITAL WEALTH MANAGEMENT, LLC: VUG position timeline

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

CAPITAL WEALTH MANAGEMENT, LLC held 518,759 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 518,759 shares
    Change vs previous 13F +434,846 shares

    10.74% of the 13F portfolio, value $44,685,916.

    13F-HR 0001730456-26-000003 filed by CAPITAL WEALTH MANAGEMENT, 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 83,913 shares
    Change vs previous 13F +22,319 shares

    9.92% of the 13F portfolio, value $36,652,486.

    13F-HR 0001730456-26-000002 filed by CAPITAL WEALTH 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 ended2025-12-31
    13F 61,594 shares
    Change vs previous 13F -3,286 shares

    9.7% of the 13F portfolio, value $30,049,251.

    13F-HR 0001730456-26-000001 filed by CAPITAL WEALTH 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 ended2025-09-30
    13F 64,880 shares
    Change vs previous 13F -1,141 shares

    10.83% of the 13F portfolio, value $31,117,102.

    13F-HR 0001730456-25-000002 filed by CAPITAL WEALTH 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 ended2025-06-30
    13F 66,021 shares
    Change vs previous 13F +573 shares

    10.79% of the 13F portfolio, value $28,943,513.

    13F-HR 0001085146-25-003613 filed by CAPITAL WEALTH 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 ended2025-03-31
    13F 65,448 shares
    Change vs previous 13F -445 shares

    10.07% of the 13F portfolio, value $24,269,349.

    13F-HR 0001085146-25-002199 filed by CAPITAL WEALTH 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 ended2024-12-31
    13F 65,893 shares
    Change vs previous 13F -1,694 shares

    11.59% of the 13F portfolio, value $27,045,032.

    13F-HR 0001085146-25-000285 filed by CAPITAL WEALTH 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 ended2024-09-30
    13F 67,587 shares
    Change vs previous 13F not available

    11.12% of the 13F portfolio, value $25,948,750.

    13F-HR 0001085146-24-004997 filed by CAPITAL WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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