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Disclosery

Evanson Asset Management, LLC: VUG position timeline

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

Evanson Asset Management, LLC held 4,817 VUG shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 4,817 shares
    Change vs previous 13F -16 shares

    0.11% of the 13F portfolio, value $2,104,067.

    13F-HR 0001626379-26-000002 filed by Evanson Asset 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 ended2025-12-31
    13F 4,833 shares
    Change vs previous 13F +65 shares

    0.13% of the 13F portfolio, value $2,357,636.

    13F-HR 0001626379-26-000001 filed by Evanson Asset 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 ended2025-09-30
    13F 4,768 shares
    Change vs previous 13F -984 shares

    0.13% of the 13F portfolio, value $2,286,938.

    13F-HR 0001085146-25-005927 filed by Evanson Asset 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 ended2025-06-30
    13F 5,752 shares
    Change vs previous 13F +91 shares

    0.16% of the 13F portfolio, value $2,521,825.

    13F-HR 0001085146-25-003862 filed by Evanson Asset 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 ended2025-03-31
    13F 5,661 shares
    Change vs previous 13F +76 shares

    0.15% of the 13F portfolio, value $2,099,337.

    13F-HR 0001085146-25-002223 filed by Evanson Asset 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 ended2024-12-31
    13F 5,585 shares
    Change vs previous 13F -799 shares

    0.16% of the 13F portfolio, value $2,292,145.

    13F-HR 0001085146-25-000238 filed by Evanson Asset 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 ended2024-09-30
    13F 6,384 shares
    Change vs previous 13F -1,910 shares

    0.17% of the 13F portfolio, value $2,451,191.

    13F-HR 0001085146-24-004669 filed by Evanson Asset 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 ended2024-06-30
    13F 8,294 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,101,896.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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