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E&R Wealth Management, LLC: VGSH position timeline

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

E&R Wealth Management, LLC held 314,957 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 314,957 shares
    Change vs previous 13F +31,709 shares

    15.55% of the 13F portfolio, value $18,330,493.

    13F-HR 0001172661-26-002824 filed by E&R 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 283,248 shares
    Change vs previous 13F +13,541 shares

    16.52% of the 13F portfolio, value $16,581,390.

    13F-HR 0001172661-26-001928 filed by E&R 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 269,707 shares
    Change vs previous 13F not available

    16.53% of the 13F portfolio, value $15,839,884.

    13F-HR 0001172661-26-000631 filed by E&R Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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