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Certus Wealth Management, LLC: VUG position timeline

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

Certus Wealth Management, LLC held 23,268 VUG shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 23,268 shares
    Change vs previous 13F -452 shares

    6.68% of the 13F portfolio, value $11,159,565.

    13F-HR 0001765380-25-000447 filed by Certus 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 ended2025-06-30
    13F 23,720 shares
    Change vs previous 13F -1,827 shares

    6.7% of the 13F portfolio, value $10,398,848.

    13F-HR 0001765380-25-000265 filed by Certus 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 ended2025-03-31
    13F 25,547 shares
    Change vs previous 13F +562 shares

    7.01% of the 13F portfolio, value $10,319,200.

    13F-HR 0001765380-25-000223 filed by Certus 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 ended2024-12-31
    13F 24,985 shares
    Change vs previous 13F -132 shares

    7.07% of the 13F portfolio, value $10,561,909.

    13F-HR 0001765380-25-000072 filed by Certus 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 ended2024-09-30
    13F 25,117 shares
    Change vs previous 13F -347 shares

    6.71% of the 13F portfolio, value $9,643,170.

    13F-HR 0001765380-24-000435 filed by Certus 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 ended2024-06-30
    13F 25,464 shares
    Change vs previous 13F +17,102 shares

    7.23% of the 13F portfolio, value $9,523,791.

    13F-HR 0001765380-24-000261 filed by Certus 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 ended2024-03-31
    13F 8,362 shares
    Change vs previous 13F -1,683 shares

    2.26% of the 13F portfolio, value $2,834,634.

    13F-HR 0001765380-24-000188 filed by Certus 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 ended2023-12-31
    13F/A 10,045 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $3,122,790.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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