Skip to content
Disclosery

Dodds Wealth, LLC: VUG position timeline

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

Dodds Wealth, LLC held 600,150 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 600,150 shares
    Change vs previous 13F +498,819 shares

    11.63% of the 13F portfolio, value $51,696,911.

    13F-HR 0001973728-26-000004 filed by Dodds Wealth, 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 101,331 shares
    Change vs previous 13F -1,450 shares

    10.86% of the 13F portfolio, value $44,260,174.

    13F-HR 0001973728-26-000003 filed by Dodds 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 ended2025-12-31
    13F 102,781 shares
    Change vs previous 13F -2,191 shares

    12.3% of the 13F portfolio, value $50,142,707.

    13F-HR 0001973728-26-000002 filed by Dodds 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 ended2025-09-30
    13F 104,972 shares
    Change vs previous 13F -347 shares

    12.47% of the 13F portfolio, value $50,345,843.

    13F-HR 0001973728-25-000007 filed by Dodds 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 ended2025-06-30
    13F 105,319 shares
    Change vs previous 13F +76,525 shares

    12.38% of the 13F portfolio, value $46,171,948.

    13F-HR 0001973728-25-000005 filed by Dodds 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 ended2025-03-31
    13F 28,794 shares
    Change vs previous 13F -12 shares

    3.48% of the 13F portfolio, value $10,677,350.

    13F-HR 0001973728-25-000003 filed by Dodds 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 ended2024-12-31
    13F 28,806 shares
    Change vs previous 13F -246 shares

    3.93% of the 13F portfolio, value $12,228,213.

    13F-HR 0001973728-25-000001 filed by Dodds 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 ended2024-09-30
    13F 29,052 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $11,253,470.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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