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CBIZ Investment Advisory Services, LLC: VUG position timeline

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

CBIZ Investment Advisory Services, LLC held 904,105 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 904,105 shares
    Change vs previous 13F 0 shares

    14.44% of the 13F portfolio, value $394,903,933.

    13F-HR 0001795934-26-000006 filed by CBIZ Investment Advisory Services, 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 904,105 shares
    Change vs previous 13F +76,401 shares

    14.44% of the 13F portfolio, value $394,903,933.

    13F-HR 0001795934-26-000002 filed by CBIZ Investment Advisory Services, 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 827,704 shares
    Change vs previous 13F +48 shares

    15.27% of the 13F portfolio, value $403,803,541.

    13F-HR 0001795934-26-000001 filed by CBIZ Investment Advisory Services, 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 827,656 shares
    Change vs previous 13F -76,127 shares

    15.54% of the 13F portfolio, value $396,973,717.

    13F-HR 0001795934-25-000006 filed by CBIZ Investment Advisory Services, 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 903,783 shares
    Change vs previous 13F +35,565 shares

    17.55% of the 13F portfolio, value $396,240,389.

    13F-HR 0001795934-25-000005 filed by CBIZ Investment Advisory Services, 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 868,218 shares
    Change vs previous 13F +11,097 shares

    15.77% of the 13F portfolio, value $321,952,711.

    13F-HR/A 0001795934-25-000004 filed by CBIZ Investment Advisory Services, 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 857,121 shares
    Change vs previous 13F +15,061 shares

    17.55% of the 13F portfolio, value $351,796,890.

    13F-HR 0001795934-25-000001 filed by CBIZ Investment Advisory Services, 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 842,060 shares
    Change vs previous 13F not available

    16.79% of the 13F portfolio, value $323,292,281.

    13F-HR 0001795934-24-000008 filed by CBIZ Investment Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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