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Disclosery

Clearstead Advisors, LLC: VUG position timeline

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

Clearstead Advisors, LLC held 366,233 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 366,233 shares
    Change vs previous 13F +281,640 shares

    0.3% of the 13F portfolio, value $31,547,290.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 84,593 shares
    Change vs previous 13F +56,799 shares

    0.34% of the 13F portfolio, value $36,949,360.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 27,794 shares
    Change vs previous 13F -558 shares

    0.17% of the 13F portfolio, value $13,559,845.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 28,352 shares
    Change vs previous 13F -436 shares

    0.2% of the 13F portfolio, value $13,597,844.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 28,788 shares
    Change vs previous 13F -1,465 shares

    0.18% of the 13F portfolio, value $12,620,936.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 30,253 shares
    Change vs previous 13F -756 shares

    0.17% of the 13F portfolio, value $11,218,461.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 31,009 shares
    Change vs previous 13F +2,517 shares

    0.19% of the 13F portfolio, value $12,727,461.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 28,492 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $10,938,945.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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