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Chicago Partners Investment Group LLC: VUG position timeline

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

Chicago Partners Investment Group LLC held 932,446 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 932,446 shares
    Change vs previous 13F +28,077 shares

    1.57% of the 13F portfolio, value $78,120,313.

    13F-HR 0001563525-26-000003 filed by Chicago Partners 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 904,369 shares
    Change vs previous 13F +755,720 shares

    1.68% of the 13F portfolio, value $75,080,708.

    13F-HR 0001563525-26-000002 filed by Chicago Partners 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 148,649 shares
    Change vs previous 13F +1,161 shares

    1.77% of the 13F portfolio, value $71,872,009.

    13F-HR 0001563525-26-000001 filed by Chicago Partners 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 147,488 shares
    Change vs previous 13F -814 shares

    1.94% of the 13F portfolio, value $74,049,454.

    13F-HR 0001563525-25-000013 filed by Chicago Partners 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 148,302 shares
    Change vs previous 13F -615 shares

    1.93% of the 13F portfolio, value $66,795,017.

    13F-HR 0001563525-25-000003 filed by Chicago Partners 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 148,917 shares
    Change vs previous 13F +9,507 shares

    1.9% of the 13F portfolio, value $57,283,933.

    13F-HR 0001563525-25-000002 filed by Chicago Partners Investment Group 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 139,410 shares
    Change vs previous 13F -10,707 shares

    1.92% of the 13F portfolio, value $57,672,358.

    13F-HR 0001563525-25-000001 filed by Chicago Partners Investment Group 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 150,117 shares
    Change vs previous 13F not available

    2.08% of the 13F portfolio, value $58,254,370.

    13F-HR 0001563525-24-000007 filed by Chicago Partners Investment Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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