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Disclosery

Causey Wealth LLC: VUG position timeline

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

Causey Wealth LLC held 70,060 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,060 shares
    Change vs previous 13F +58,664 shares

    2.36% of the 13F portfolio, value $6,034,934.

    13F-HR 0002132639-26-000011 filed by Causey Wealth 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 11,396 shares
    Change vs previous 13F -153 shares

    2.11% of the 13F portfolio, value $4,977,494.

    13F-HR 0002132639-26-000004 filed by Causey Wealth 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/A 11,549 shares
    Change vs previous 13F +861 shares

    2.56% of the 13F portfolio, value $5,634,370.

    13F-HR 0002132639-26-000002 filed by Causey Wealth 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 10,688 shares
    Change vs previous 13F +66 shares

    2.5% of the 13F portfolio, value $5,126,303.

    13F-HR 0002132639-26-000008 filed by Causey Wealth 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 10,622 shares
    Change vs previous 13F -155 shares

    2.39% of the 13F portfolio, value $4,656,766.

    13F-HR 0002132639-26-000007 filed by Causey Wealth 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 10,777 shares
    Change vs previous 13F +764 shares

    2.23% of the 13F portfolio, value $3,996,199.

    13F-HR 0002132639-26-000006 filed by Causey Wealth 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 10,013 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $4,109,822.

    13F-HR 0002132639-26-000005 filed by Causey Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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