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Disclosery

Forum Private Client Group LLC: VUG position timeline

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

Forum Private Client Group LLC held 47,565 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,565 shares
    Change vs previous 13F +39,623 shares

    1.22% of the 13F portfolio, value $4,097,255.

    13F-HR 0001104659-26-094652 filed by Forum Private Client Group 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 7,942 shares
    Change vs previous 13F -33 shares

    1.16% of the 13F portfolio, value $3,469,073.

    13F-HR 0001104659-26-059955 filed by Forum Private Client Group 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 7,975 shares
    Change vs previous 13F -127 shares

    1.33% of the 13F portfolio, value $3,890,551.

    13F-HR 0001104659-26-011360 filed by Forum Private Client Group 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 8,102 shares
    Change vs previous 13F -216 shares

    1.38% of the 13F portfolio, value $3,885,683.

    13F-HR 0001104659-25-106772 filed by Forum Private Client Group 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 8,318 shares
    Change vs previous 13F +141 shares

    1.41% of the 13F portfolio, value $3,646,451.

    13F-HR 0001104659-25-076755 filed by Forum Private Client Group 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 8,177 shares
    Change vs previous 13F -34 shares

    1.32% of the 13F portfolio, value $3,032,059.

    13F-HR 0001104659-25-043129 filed by Forum Private Client Group 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 8,211 shares
    Change vs previous 13F -201 shares

    1.5% of the 13F portfolio, value $3,370,062.

    13F-HR 0001104659-25-012577 filed by Forum Private Client Group 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 8,412 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $3,229,614.

    13F-HR 0001104659-24-116620 filed by Forum Private Client Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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