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Disclosery

Fonville Wealth Management LLC: VUG position timeline

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

Fonville Wealth Management LLC held 175,047 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,047 shares
    Change vs previous 13F +149,279 shares

    2.46% of the 13F portfolio, value $15,078,551.

    13F-HR 0002008703-26-000003 filed by Fonville 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 25,768 shares
    Change vs previous 13F +2,216 shares

    2.14% of the 13F portfolio, value $11,255,361.

    13F-HR 0002008703-26-000002 filed by Fonville 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 23,552 shares
    Change vs previous 13F +1,590 shares

    2.35% of the 13F portfolio, value $11,489,908.

    13F-HR 0002008703-26-000001 filed by Fonville 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 21,962 shares
    Change vs previous 13F +1,083 shares

    2.37% of the 13F portfolio, value $10,536,149.

    13F-HR 0002008703-25-000002 filed by Fonville 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 20,879 shares
    Change vs previous 13F +237 shares

    2.32% of the 13F portfolio, value $9,156,338.

    13F-HR 0001085146-25-004664 filed by Fonville 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 20,642 shares
    Change vs previous 13F +3,337 shares

    2.26% of the 13F portfolio, value $7,686,958.

    13F-HR 0001085146-25-002510 filed by Fonville 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 17,305 shares
    Change vs previous 13F -11 shares

    2.35% of the 13F portfolio, value $7,102,534.

    13F-HR 0001085146-25-000580 filed by Fonville 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 17,316 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $6,648,383.

    13F-HR 0001085146-24-005189 filed by Fonville Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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