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CPA Asset Management Group, LLC: VUG position timeline

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

CPA Asset Management Group, LLC held 221,397 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 221,397 shares
    Change vs previous 13F +202,017 shares

    5.49% of the 13F portfolio, value $19,071,150.

    13F-HR 0001963967-26-000006 filed by CPA Asset Management 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 19,380 shares
    Change vs previous 13F +4,263 shares

    2.84% of the 13F portfolio, value $8,464,999.

    13F-HR 0001963967-26-000005 filed by CPA Asset Management 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 15,117 shares
    Change vs previous 13F +2,715 shares

    2.59% of the 13F portfolio, value $7,374,980.

    13F-HR 0001963967-26-000001 filed by CPA Asset Management 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 12,402 shares
    Change vs previous 13F -30 shares

    2.29% of the 13F portfolio, value $5,948,124.

    13F-HR 0001963967-25-000009 filed by CPA Asset Management 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 12,432 shares
    Change vs previous 13F +303 shares

    2.29% of the 13F portfolio, value $5,450,189.

    13F-HR 0001963967-25-000006 filed by CPA Asset Management 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 12,129 shares
    Change vs previous 13F +6,400 shares

    1.98% of the 13F portfolio, value $4,497,676.

    13F-HR 0001963967-25-000004 filed by CPA Asset Management 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 5,729 shares
    Change vs previous 13F +631 shares

    1.09% of the 13F portfolio, value $2,351,411.

    13F-HR 0001963967-25-000001 filed by CPA Asset Management 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 5,098 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,957,276.

    13F-HR 0001963967-24-000004 filed by CPA Asset Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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