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Foster Victor Wealth Advisors, LLC: VGIT position timeline

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

Foster Victor Wealth Advisors, LLC held 77,481 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,481 shares
    Change vs previous 13F +10,110 shares

    0.24% of the 13F portfolio, value $4,536,483.

    13F-HR 0001769063-26-000003 filed by Foster Victor Wealth Advisors, 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 67,371 shares
    Change vs previous 13F +3,053 shares

    0.23% of the 13F portfolio, value $4,019,325.

    13F-HR 0001769063-26-000002 filed by Foster Victor Wealth Advisors, 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 64,318 shares
    Change vs previous 13F -648 shares

    0.22% of the 13F portfolio, value $3,845,588.

    13F-HR 0001769063-26-000001 filed by Foster Victor Wealth Advisors, 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 64,966 shares
    Change vs previous 13F +1,366 shares

    0.24% of the 13F portfolio, value $3,895,369.

    13F-HR 0001085146-25-005901 filed by Foster Victor Wealth Advisors, 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 63,600 shares
    Change vs previous 13F +68 shares

    0.26% of the 13F portfolio, value $3,772,734.

    13F-HR 0001085146-25-003864 filed by Foster Victor Wealth Advisors, 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 63,532 shares
    Change vs previous 13F +250 shares

    0.3% of the 13F portfolio, value $3,726,795.

    13F-HR 0001085146-25-002140 filed by Foster Victor Wealth Advisors, 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 63,282 shares
    Change vs previous 13F +2,467 shares

    0.28% of the 13F portfolio, value $3,670,970.

    13F-HR 0001085146-25-000412 filed by Foster Victor Wealth Advisors, 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 60,815 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,608,751.

    13F-HR 0001085146-24-004905 filed by Foster Victor Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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