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CV Advisors LLC: VUG position timeline

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

CV Advisors LLC held 2,964 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,964 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $255,319.

    13F-HR 0002085853-26-000784 filed by CV 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 2,964 shares
    Change vs previous 13F +2,964 shares

    0.06% of the 13F portfolio, value $215,774.

    13F-HR 0002085853-26-000544 filed by CV 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 0 shares
    Change vs previous 13F -494 shares

    13F-HR 0002085853-26-000052 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 494 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $236,927.

    13F-HR 0002085853-25-000124 filed by CV 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 494 shares
    Change vs previous 13F +494 shares

    0.07% of the 13F portfolio, value $216,570.

    13F-HR 0001667731-25-000964 filed by CV 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 0 shares
    Change vs previous 13F -494 shares

    13F-HR 0001667731-25-000474 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 494 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $202,757.

    13F-HR 0001667731-25-000230 filed by CV Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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