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Clarus Wealth Advisors: VUG position timeline

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

Clarus Wealth Advisors held 101,757 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,757 shares
    Change vs previous 13F +84,716 shares

    3.37% of the 13F portfolio, value $8,750,043.

    13F-HR 0001730149-26-000003 filed by Clarus Wealth Advisors
    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 17,041 shares
    Change vs previous 13F +395 shares

    3.23% of the 13F portfolio, value $7,581,925.

    13F-HR 0001730149-26-000002 filed by Clarus Wealth Advisors
    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 16,646 shares
    Change vs previous 13F -31 shares

    3.39% of the 13F portfolio, value $8,176,974.

    13F-HR 0001730149-26-000001 filed by Clarus Wealth Advisors
    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 16,677 shares
    Change vs previous 13F -449 shares

    3.55% of the 13F portfolio, value $8,028,977.

    13F-HR 0001730149-25-000005 filed by Clarus Wealth Advisors
    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 17,126 shares
    Change vs previous 13F -271 shares

    3.47% of the 13F portfolio, value $7,506,577.

    13F-HR 0001730149-25-000003 filed by Clarus Wealth Advisors
    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 17,397 shares
    Change vs previous 13F +2,872 shares

    3.42% of the 13F portfolio, value $6,398,454.

    13F-HR 0001730149-25-000002 filed by Clarus Wealth Advisors
    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 14,525 shares
    Change vs previous 13F +40 shares

    2.93% of the 13F portfolio, value $5,890,294.

    13F-HR 0001730149-25-000001 filed by Clarus Wealth Advisors
    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 14,485 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $5,489,828.

    13F-HR 0001730149-24-000004 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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