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Disclosery

FWG Investments, LLC.: VUG position timeline

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

FWG Investments, LLC. held 194,010 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 194,010 shares
    Change vs previous 13F +165,268 shares

    8.84% of the 13F portfolio, value $16,712,012.

    13F-HR 0001944877-26-000003 filed by FWG Investments, 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 28,742 shares
    Change vs previous 13F +4,596 shares

    7.98% of the 13F portfolio, value $12,554,105.

    13F-HR 0001944877-26-000002 filed by FWG Investments, 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 24,146 shares
    Change vs previous 13F +5,163 shares

    7.5% of the 13F portfolio, value $11,780,071.

    13F-HR 0001944877-26-000001 filed by FWG Investments, 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 18,983 shares
    Change vs previous 13F +5,500 shares

    6.24% of the 13F portfolio, value $9,104,384.

    13F-HR 0001944877-25-000014 filed by FWG Investments, 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 13,483 shares
    Change vs previous 13F +13,483 shares

    4.49% of the 13F portfolio, value $5,910,817.

    13F-HR 0001944877-25-000011 filed by FWG Investments, 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 0 shares
    Change vs previous 13F -4,309 shares

    13F-HR 0001944877-25-000009 filed by FWG Investments, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 4,309 shares
    Change vs previous 13F +3,557 shares

    1.37% of the 13F portfolio, value $1,768,421.

    13F-HR 0001944877-25-000008 filed by FWG Investments, 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/A 752 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $288,635.

    13F-HR/A 0001944877-25-000004 filed by FWG Investments, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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