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DOPKINS WEALTH MANAGEMENT, LLC: VUG position timeline

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

DOPKINS WEALTH MANAGEMENT, LLC held 77,407 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,407 shares
    Change vs previous 13F +64,511 shares

    2.42% of the 13F portfolio, value $6,667,857.

    13F-HR 0001904152-26-000003 filed by DOPKINS WEALTH MANAGEMENT, 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 12,896 shares
    Change vs previous 13F +2 shares

    2.26% of the 13F portfolio, value $5,632,957.

    13F-HR 0001904152-26-000002 filed by DOPKINS WEALTH MANAGEMENT, 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 12,894 shares
    Change vs previous 13F 0 shares

    2.57% of the 13F portfolio, value $6,290,571.

    13F-HR 0001904152-26-000001 filed by DOPKINS WEALTH MANAGEMENT, 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 12,894 shares
    Change vs previous 13F -1,095 shares

    2.61% of the 13F portfolio, value $6,184,194.

    13F-HR 0001904152-25-000006 filed by DOPKINS WEALTH MANAGEMENT, 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 13,989 shares
    Change vs previous 13F -75 shares

    2.75% of the 13F portfolio, value $6,132,722.

    13F-HR 0001904152-25-000004 filed by DOPKINS WEALTH MANAGEMENT, 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 14,064 shares
    Change vs previous 13F +35 shares

    2.65% of the 13F portfolio, value $5,215,165.

    13F-HR 0001904152-25-000002 filed by DOPKINS WEALTH MANAGEMENT, 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 14,029 shares
    Change vs previous 13F +1,168 shares

    2.93% of the 13F portfolio, value $5,757,898.

    13F-HR 0001904152-25-000001 filed by DOPKINS WEALTH MANAGEMENT, 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 12,861 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $4,937,653.

    13F-HR 0001904152-24-000005 filed by DOPKINS WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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