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Councilor Wealth, LLC: VUG position timeline

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

Councilor Wealth, LLC held 90,081 VUG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 90,081 shares
    Change vs previous 13F +4,997 shares

    3.35% of the 13F portfolio, value $8,117,236.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 85,084 shares
    Change vs previous 13F +71,948 shares

    2.97% of the 13F portfolio, value $7,329,207.

    13F-HR 0001172661-26-002707 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 13,136 shares
    Change vs previous 13F +2,137 shares

    2.79% of the 13F portfolio, value $5,738,060.

    13F-HR 0001172661-26-001795 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,999 shares
    Change vs previous 13F +300 shares

    2.54% of the 13F portfolio, value $5,366,085.

    13F-HR 0001172661-26-000354 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,699 shares
    Change vs previous 13F +1,198 shares

    2.38% of the 13F portfolio, value $5,131,112.

    13F-HR 0001172661-25-004615 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,501 shares
    Change vs previous 13F -642 shares

    1.95% of the 13F portfolio, value $4,165,471.

    13F-HR 0001172661-25-002765 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,143 shares
    Change vs previous 13F +617 shares

    1.88% of the 13F portfolio, value $3,761,493.

    13F-HR 0001172661-25-001499 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 9,526 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $3,910,041.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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