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Disclosery

Dakota Wealth Management: VUG position timeline

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

Dakota Wealth Management held 312,902 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 312,902 shares
    Change vs previous 13F +260,586 shares

    0.52% of the 13F portfolio, value $26,953,349.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 52,316 shares
    Change vs previous 13F -1,978 shares

    0.5% of the 13F portfolio, value $22,851,065.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 54,294 shares
    Change vs previous 13F +8,120 shares

    0.47% of the 13F portfolio, value $26,487,667.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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/A 46,174 shares
    Change vs previous 13F -2,934 shares

    0.45% of the 13F portfolio, value $22,145,740.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 49,108 shares
    Change vs previous 13F -2,626 shares

    0.45% of the 13F portfolio, value $21,529,302.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 51,734 shares
    Change vs previous 13F -6,442 shares

    0.45% of the 13F portfolio, value $19,184,013.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 58,176 shares
    Change vs previous 13F -5,613 shares

    0.55% of the 13F portfolio, value $23,877,674.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 63,789 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $24,490,438.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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